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 |
|---|---|---|---|---|---|---|---|---|---|
| DOW INC | COM | 501 | $41,834 | 722 | 0.00 | 0.00 | -28 | -3.73 | 03-31-2024 |
| GRAINGER W W INC | COM | 502 | $41,768 | 41 | 0.00 | 0.00 | 7 | 20.59 | 03-31-2024 |
| PACCAR INC | COM | 503 | $41,628 | 336 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BECTON DICKINSON & CO | COM | 504 | $41,572 | 168 | 0.00 | 0.00 | -7 | -4.00 | 03-31-2024 |
