TWD
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True Wealth Design’s Jefferies Financial Group JEF Stock Holding History

True Wealth Design’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 		$4.43K Buy
81
+68
+523% +$3.72K ﹤0.01% 855
2025
Q1 		$697 Buy
+13
New +$697 ﹤0.01% 1418