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 |
|---|---|---|---|---|---|---|---|---|---|
| MCCORMICK & CO INC | COM NON VTG | 1251 | $5,224 | 68 | 0.00 | 0.00 | 18 | 36.00 | 03-31-2024 |
| ENCOMPASS HEALTH CORP | COM | 1252 | $5,203 | 63 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ESAB CORPORATION | COM | 1253 | $5,197 | 47 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WISDOMTREE TR | EM EX ST-OWNED | 1254 | $5,159 | 175 | 0.00 | 0.00 | -78 | -30.83 | 03-31-2024 |
