Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JFS WEALTH ADVISORS LLC | 04-29-2024 | 03-31-2024 | 2009 | 1,259,576,039 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMDOCS LTD | SHS | 1001 | $8,766 | 97 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACKROCK ESG CAP ALLC TERM | SHS BEN INT | 1002 | $8,680 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | TIPS BD ETF | 1003 | $8,652 | 81 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GRAHAM HLDGS CO | COM CL B | 1004 | $8,573 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
