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 |
|---|---|---|---|---|---|---|---|---|---|
| MAGNA INTL INC | COM | 1151 | $6,484 | 119 | 0.00 | 0.00 | 30 | 33.71 | 03-31-2024 |
| WOODWARD INC | COM | 1152 | $6,474 | 42 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VERALTO CORP | COM SHS | 1153 | $6,473 | 73 | 0.00 | 0.00 | -2 | -2.67 | 03-31-2024 |
| SELECTIVE INS GROUP INC | COM | 1154 | $6,442 | 59 | 0.00 | 0.00 | -1 | -1.67 | 03-31-2024 |
