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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
2024-09-30 $976k 16k 61.55
2024-06-30 $882k 18k 49.76
2024-03-31 $577k 13k 44.10

More positions owned by Shelton Wealth Management

Amazon Call Option (AMZN)
First Tr Exchange-traded First Tr Enh New (FTSM)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Ishares Tr Rus Mid Cap Etf (IWR)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Rus 1000 Etf (IWB)
Advanced Micro Devices Call Option (AMD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)

View all positions for Shelton Wealth Management

Top funds holding Jefferies Finl Group

BlackRock
Vanguard Group
BlackRock
Allspring Global Investments Holdings
State Street Corporation
Massachusetts Mutual Life Insurance Company
Invesco
First Pacific Advisors
Dimensional Fund Advisors
Barrow, Hanley, Mewhinney & Strauss
Geode Capital Management
Jpmorgan Chase & Co
Alliancebernstein
Arrowstreet Capital, Limited Partnership
Barclays

View all funds holding Jefferies Finl Group