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 |
|---|---|---|---|---|---|---|---|---|---|
| FLOWSERVE CORP | COM | 1551 | $2,787 | 61 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FEDERATED HERMES INC | CL B | 1552 | $2,782 | 77 | 0.00 | 0.00 | 10 | 14.93 | 03-31-2024 |
| NMI HLDGS INC | CL A | 1553 | $2,782 | 86 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHOICE HOTELS INTL INC | COM | 1554 | $2,780 | 22 | 0.00 | 0.00 | 2 | 10.00 | 03-31-2024 |
