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 |
|---|---|---|---|---|---|---|---|---|---|
| DUPONT DE NEMOURS INC | COM | 551 | $34,778 | 454 | 0.00 | 0.00 | -24 | -5.02 | 03-31-2024 |
| SPDR SER TR | S&P 400 MDCP GRW | 552 | $34,727 | 398 | 0.00 | 0.00 | 1 | 0.25 | 03-31-2024 |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | 553 | $34,701 | 3,392 | 0.00 | 0.00 | 43 | 1.28 | 03-31-2024 |
| CANNAE HLDGS INC | COM | 554 | $34,606 | 1,556 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
