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Jefferies Finl Group shares owned by Shelton Wealth Management

Quarter-by-quarter ownership of Jefferies Finl Group (JEF) shares owned by Shelton Wealth Management from 13F filings

Historical chart of Shelton Wealth Management investment in Jefferies Finl Group

Tip: Access up to 7 years of quarterly data

All positions including Jefferies Finl Group held by Shelton Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jefferies Finl Group by Shelton Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $577k 13k 44.10

More positions owned by Shelton Wealth Management

First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Rus Mid Cap Etf (IWR)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Msci Emrg Chn (EMXC)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)

View all positions for Shelton Wealth Management

Top funds holding Jefferies Finl Group

Vanguard Group
BlackRock
Allspring Global Investments Holdings
First Pacific Advisors
Dimensional Fund Advisors
Alliancebernstein
Barrow, Hanley, Mewhinney & Strauss
Donald Smith & Co
Geode Capital Management
Bank of New York Mellon
Jpmorgan Chase & Co
Arrowstreet Capital, Limited Partnership
Morgan Stanley
Alyeska Investment Group
Barclays

View all funds holding Jefferies Finl Group