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 |
|---|---|---|---|---|---|---|---|---|---|
| NORFOLK SOUTHN CORP | COM | 151 | $636,337 | 2,497 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 152 | $625,597 | 4,209 | 0.00 | 0.00 | -102 | -2.37 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 153 | $607,321 | 10,355 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 154 | $605,895 | 2,114 | 0.00 | 2,114 | +Inf | 03-31-2024 |
