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 |
|---|---|---|---|---|---|---|---|---|---|
| GAP INC | COM | 1101 | $6,998 | 254 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | 1102 | $6,986 | 158 | 0.00 | 0.00 | -1 | -0.63 | 03-31-2024 |
| ISHARES TR | CYBERSECURITY | 1103 | $6,981 | 149 | 0.00 | 149 | +Inf | 03-31-2024 | |
| SIMPSON MFG INC | COM | 1104 | $6,977 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
