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 |
|---|---|---|---|---|---|---|---|---|---|
| NBT BANCORP INC | COM | 2301 | $147 | 4 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EXTRA SPACE STORAGE INC | COM | 2302 | $147 | 1 | 0.00 | 0.00 | -6 | -85.71 | 03-31-2024 |
| MINISO GROUP HLDG LTD | SPONSORED ADS | 2303 | $144 | 7 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| R1 RCM INC | COM | 2304 | $142 | 11 | 0.00 | 0.00 | -3 | -21.43 | 03-31-2024 |
