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 |
|---|---|---|---|---|---|---|---|---|---|
| COMPANHIA DE SANEAMENTO BASI | SPONSORED ADR | 1501 | $3,131 | 186 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 1502 | $3,122 | 41 | 0.00 | 0.00 | -1 | -2.38 | 03-31-2024 |
| EA SERIES TRUST | FREEDOM 100 EM | Liquidated | $0 | 0 | 0.00 | 110 | +Inf | 12-31-2023 | |
| MDU RES GROUP INC | COM | 1504 | $3,100 | 123 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
