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 |
|---|---|---|---|---|---|---|---|---|---|
| TERAWULF INC | COM | 351 | $92,050 | 35,000 | 0.00 | 0.00 | 5,000 | 16.67 | 03-31-2024 |
| ISHARES SILVER TR | ISHARES | 352 | $91,979 | 4,043 | 0.00 | 0.00 | 370 | 10.07 | 03-31-2024 |
| VIATRIS INC | COM | 353 | $91,365 | 7,652 | 0.00 | 0.00 | -124 | -1.59 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P INTL LOW | 354 | $90,919 | 3,239 | 0.00 | 0.00 | -648 | -16.67 | 03-31-2024 |
