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 |
|---|---|---|---|---|---|---|---|---|---|
| ROLLINS INC | COM | 1051 | $7,728 | 167 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EASTMAN CHEM CO | COM | 1052 | $7,717 | 77 | 0.00 | 0.00 | -7 | -8.33 | 03-31-2024 |
| NORTHERN TR CORP | COM | 1053 | $7,648 | 86 | 0.00 | 0.00 | -6 | -6.52 | 03-31-2024 |
| SUN LIFE FINANCIAL INC. | COM | 1054 | $7,642 | 140 | 0.00 | 0.00 | 1 | 0.72 | 03-31-2024 |
