JFS WEALTH ADVISORS, LLC - BLACKROCK MUNIHLDGS NJ QLTY ownership

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of BLACKROCK MUNIHLDGS NJ QLTY
ValueSharesWeighting
Q3 2023$628
-74.7%
62
-72.1%
0.00%
Q2 2023$2,480
-62.1%
222
-61.1%
0.00%
-100.0%
Q1 2023$6,538
-18.2%
571
-20.9%
0.00%0.0%
Q4 2022$7,993
-0.1%
7220.0%0.00%0.0%
Q3 2022$8,000
-42.9%
722
-30.6%
0.00%0.0%
Q2 2022$14,0000.0%1,0400.0%0.00%0.0%
Q1 2022$14,000
-12.5%
1,0400.0%0.00%
-50.0%
Q4 2021$16,0000.0%1,0400.0%0.00%0.0%
Q3 2021$16,000
-5.9%
1,0400.0%0.00%
-33.3%
Q2 2021$17,000
+13.3%
1,0400.0%0.00%0.0%
Q1 2021$15,0000.0%1,0400.0%0.00%0.0%
Q4 2020$15,000
+7.1%
1,0400.0%0.00%0.0%
Q3 2020$14,0000.0%1,0400.0%0.00%
-25.0%
Q2 2020$14,0000.0%1,0400.0%0.00%0.0%
Q1 2020$14,000
-6.7%
1,0400.0%0.00%0.0%
Q4 2019$15,0000.0%1,0400.0%0.00%0.0%
Q3 2019$15,000
-25.0%
1,040
-26.5%
0.00%
-20.0%
Q2 2019$20,000
+5.3%
1,4150.0%0.01%0.0%
Q1 2019$19,000
+5.6%
1,4150.0%0.01%0.0%
Q4 2018$18,0000.0%1,4150.0%0.01%0.0%
Q3 2018$18,000
-5.3%
1,4150.0%0.01%0.0%
Q2 2018$19,0000.0%1,4150.0%0.01%0.0%
Q1 2018$19,0001,4150.01%
Other shareholders
BLACKROCK MUNIHLDGS NJ QLTY shareholders Q4 2023
NameSharesValueWeighting ↓
GARRISON BRADFORD & ASSOCIATES INC 12,500$180,0000.20%
Pointe Capital Management LLC 11,000$159,0000.12%
Advisors Asset Management, Inc. 266,503$3,846,0000.06%
MARINER INVESTMENT GROUP LLC 11,020$159,0000.04%
REGENTATLANTIC CAPITAL LLC 20,926$302,0000.03%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 17,139$247,0000.03%
PEAPACK GLADSTONE FINANCIAL CORP 23,121$333,636,0000.02%
Raymond James Financial Services Advisors, Inc. 126,602$1,827,0000.02%
PHILADELPHIA TRUST CO 16,957$238,0000.02%
GUGGENHEIM CAPITAL LLC 439,932$6,348,0000.02%
View complete list of BLACKROCK MUNIHLDGS NJ QLTY shareholders