Waterfront Wealth Inc.'s ownership history for JEF

Waterfront Wealth Inc. currently holds 146.2K shares with a market value of $9.2M. It started holding JEF on 2024-09-30. At its peak, it held 149.2K shares on 2024-09-30. Its highest holding value was $11.5M on 2024-12-31. At its lowest, it held 146.1K shares on 2025-09-30, with a value of $7.8M on 2025-03-31. In the recent 180 days, Waterfront Wealth Inc. has decreased its shares by 12. In the recent year, Waterfront Wealth Inc. has decreased its shares by 499.