Cassady Schiller Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Cassady Schiller Wealth Management’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$706	Buy	+9	New	+$647	﹤0.01%	876

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Cassady Schiller Wealth Management's JEF Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Jefferies Financial Group (JEF) in Q4 2024: 9 shares worth $706. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings.

583 funds tracked by Wall St. Rank hold JEF as of Q4 2024.

Cassady Schiller Wealth Management held 9 shares of Jefferies Financial Group worth $706 as of Q4 2024.
Jefferies Financial Group was a new Cassady Schiller Wealth Management position in Q4 2024.
Jefferies Financial Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #876 holding.
583 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.