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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → JEF
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC JEF Position History
Jefferies Financial Group Inc. • Financial Services
Quarters held
5
Latest value
$4.9M
Q3 2026
Peak value
$9.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.9M |
| Q4 2025 | $9.8M |
| Q1 2026 | $4M |
| Q2 2026 | $7.3M |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 136.2K | — | — |
| Q2 2026 | $7.3M | 168.7K | — | — |
| Q1 2026 | $4M | 115.5K | — | — |
| Q4 2025 | $9.8M | 147.9K | — | — |
| Q3 2025 | $6.9M | 116.6K | — | — |
Other funds holding JEF
$896.1M
$837.3M
$804.5M
$803.8M
$468.1M
$418.6M
$399.9M
$398.7M