JFS WEALTH ADVISORS, LLC's ownership history for SPY


JFS WEALTH ADVISORS, LLC currently holds 20.1K shares with a market value of $13.7M. It started holding SPY on 2024-09-30. At its peak, it held 22.2K shares on 2025-09-30. Its highest holding value was $14.8M on 2025-09-30. At its lowest, it held 19.6K shares on 2024-09-30, with a value of $11.3M on 2024-09-30. In the recent 180 days, JFS WEALTH ADVISORS, LLC has decreased its shares by 1.9K. In the recent year, JFS WEALTH ADVISORS, LLC has increased its shares by 479.


JFS WEALTH ADVISORS, LLC's ownership history for SPY