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 |
|---|---|---|---|---|---|---|---|---|---|
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 601 | $28,993 | 477 | 0.00 | 0.00 | -1 | -0.21 | 03-31-2024 |
| SCHWAB CHARLES CORP | COM | 602 | $28,864 | 399 | 0.00 | 0.00 | -23 | -5.45 | 03-31-2024 |
| XPO INC | COM | 603 | $28,433 | 233 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INGERSOLL RAND INC | COM | 604 | $28,391 | 299 | 0.00 | 0.00 | 130 | 76.92 | 03-31-2024 |
