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 |
|---|---|---|---|---|---|---|---|---|---|
| WINNEBAGO INDS INC | COM | 1601 | $2,516 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| API GROUP CORP | COM STK | 1602 | $2,514 | 64 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PROSPERITY BANCSHARES INC | COM | 1603 | $2,500 | 38 | 0.00 | 0.00 | 22 | 137.50 | 03-31-2024 |
| MASIMO CORP | COM | 1604 | $2,497 | 17 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
