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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | EMER MKT HIGH FD | 401 | $72,427 | 1,731 | 0.00 | 0.00 | 1 | 0.06 | 03-31-2024 |
| DISCOVER FINL SVCS | COM | 402 | $72,305 | 552 | 0.00 | 0.00 | 3 | 0.55 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 403 | $72,122 | 1,071 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PROSHARES TR | PSHS SHORT DOW30 | 404 | $70,775 | 2,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
