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 |
|---|---|---|---|---|---|---|---|---|---|
| FIVE BELOW INC | COM | 1201 | $5,986 | 33 | 0.00 | 0.00 | -1 | -2.94 | 03-31-2024 |
| EQUITRANS MIDSTREAM CORP | COM | 1202 | $5,983 | 479 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VODAFONE GROUP PLC NEW | SPONSORED ADR | 1203 | $5,937 | 667 | 0.00 | 0.00 | -220 | -24.80 | 03-31-2024 |
| MUELLER INDS INC | COM | 1204 | $5,933 | 110 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
