Jfs Wealth Advisors, LLC VANGUARD MALVERN FDS Transaction History

Jfs Wealth Advisors, LLC

  • $1.74 Billion
  • Q4 2025
Number of Shares
1,024
Previous 1,024 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
N/A
-20 Reduced 1.92%
1,024 $0
Q2 2025

Jul 24, 2025
BUY
N/A
1,044 New
1,044 $0
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email