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 |
|---|---|---|---|---|---|---|---|---|---|
| ATLANTIC UN BANKSHARES CORP | COM | 1651 | $2,225 | 63 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BAXTER INTL INC | COM | 1652 | $2,223 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UNITED BANKSHARES INC WEST V | COM | 1653 | $2,219 | 62 | 0.00 | 0.00 | 27 | 77.14 | 03-31-2024 |
| H WORLD GROUP LTD | SPONSORED ADS | 1654 | $2,206 | 57 | 0.00 | 0.00 | -12 | -17.39 | 03-31-2024 |
