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 |
|---|---|---|---|---|---|---|---|---|---|
| SONIC AUTOMOTIVE INC | CL A | 2101 | $570 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STRIDE INC | COM | 2102 | $568 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TANGER INC | COM | 2103 | $562 | 19 | 0.00 | 0.00 | -159 | -89.33 | 03-31-2024 |
| CYTOKINETICS INC | COM NEW | 2104 | $561 | 8 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
