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 |
|---|---|---|---|---|---|---|---|---|---|
| SERVICENOW INC | COM | 451 | $52,606 | 69 | 0.00 | 0.00 | 41 | 146.43 | 03-31-2024 |
| T-MOBILE US INC | COM | 452 | $52,394 | 321 | 0.00 | 0.00 | -12 | -3.60 | 03-31-2024 |
| SCOTTS MIRACLE-GRO CO | CL A | 453 | $52,291 | 701 | 0.00 | 0.00 | 1 | 0.14 | 03-31-2024 |
| ISHARES TR | CORE 1 5 YR USD | Liquidated | $0 | 0 | 0.00 | 0.00 | 12 | 1.11 | 03-31-2024 |
