PWAM
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Private Wealth Asset Management’s Jefferies Financial Group JEF Stock Holding History

Private Wealth Asset Management’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$112K Sell
2,040
-14
-0.7% -$766 0.01% 300
2025
Q1 		$110K Buy
+2,054
New +$110K 0.02% 290