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 |
|---|---|---|---|---|---|---|---|---|---|
| KRAFT HEINZ CO | COM | 301 | $136,309 | 3,694 | 0.00 | 0.00 | -28 | -0.75 | 03-31-2024 |
| PALANTIR TECHNOLOGIES INC | CL A | 302 | $135,598 | 5,893 | 0.00 | 0.00 | 5,431 | 1175.54 | 03-31-2024 |
| MOTOROLA SOLUTIONS INC | COM NEW | 303 | $133,281 | 375 | 0.00 | 0.00 | -18 | -4.58 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 304 | $133,168 | 572 | 0.00 | 0.00 | 2 | 0.35 | 03-31-2024 |
