JFS WEALTH ADVISORS, LLC LRGF Holdings History
JFS WEALTH ADVISORS, LLC's iShares U.S. Equity Factor ETF Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 23,881.00 shares of iShares U.S. Equity Factor ETF(LRGF), totaling $1.38 Mil. This investment constitutes 0.09% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0.06% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.
The initial trade took place in 2023Q2. And since then JFS WEALTH ADVISORS, LLC has made 6 purchases of LRGF, at an average price of $47.70, for a total of 63,106.00 shares. In addition, there have been 2 sales at an average price of $60.80 for 39,225.00 shares. Based on historical transaction data and LRGF's current price of $64.68, JFS WEALTH ADVISORS, LLC's estimated gain on his LRGF holdings is $919,336.12, reflecting a 30.54% gain to date.
JFS WEALTH ADVISORS, LLC LRGF ($64.68) Holding Chart
JFS WEALTH ADVISORS, LLC LRGF ($64.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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