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Jefferies Finl Group shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants investment in Jefferies Finl Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Jefferies Finl Group by MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 26k 44.10
2023-12-31 $1.0M 25k 40.99
2023-09-30 $766k 23k 33.26
2023-06-30 $701k 20k 35.25
2023-03-31 $570k 15k 37.23
2022-12-31 $524k 15k 34.22

More positions owned by MBM Wealth Consultants

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for MBM Wealth Consultants

Top funds holding Jefferies Finl Group

Vanguard Group
Allspring Global Investments Holdings
First Pacific Advisors
Dimensional Fund Advisors
Alliancebernstein
Donald Smith & Co
Barrow, Hanley, Mewhinney & Strauss
Norges Bank Investment Management
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
Principal Financial Group
Captrust Financial Advisors
Arrowstreet Capital, Limited Partnership
Private Management Group

View all funds holding Jefferies Finl Group