JFS Wealth Advisors’s Life Time Group Holdings LTH Stock Holding History

JFS Wealth Advisors’s Portfolio LTH Stock Details LTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.37K	Buy	156 +33	+27%	+$1.05K	﹤0.01%	1186
2026 Q1	$3.31K	Sell	123 -18	-13%	-$498	﹤0.01%	1340
2025 Q4	$3.75K	Buy	141 +50	+55%	+$1.3K	﹤0.01%	1349
2025 Q3	$2.51K	Sell	91 -27	-23%	-$770	﹤0.01%	1375
2025 Q2	$3.58K	Hold	118	–	–	﹤0.01%	1207
2025 Q1	$3.56K	Buy	118 +27	+30%	+$793	﹤0.01%	1260
2024 Q4	$2.01K	Buy	91 +40	+78%	+$956	﹤0.01%	1476
2024 Q3	$1.25K	Buy	51 +21	+70%	+$472	﹤0.01%	1650
2024 Q2	$565	Hold	30	–	–	﹤0.01%	1786
2024 Q1	$466	Buy	30 +1	+3%	+$14	﹤0.01%	1796
2023 Q4	$438	Buy	29 +1	+4%	+$14	﹤0.01%	1825
2023 Q3	$426	Buy	28 +13	+87%	+$229	﹤0.01%	1770
2023 Q2	$296	Buy	15 +6	+67%	+$115	﹤0.01%	1833
2023 Q1	$144	Buy	+9	New	+$154	﹤0.01%	1860

Other funds holding LTH

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return