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 |
|---|---|---|---|---|---|---|---|---|---|
| HCA HEALTHCARE INC | COM | 651 | $24,348 | 73 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WEIS MKTS INC | COM | 652 | $24,279 | 377 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FERGUSON PLC NEW | SHS | 653 | $24,246 | 111 | 0.00 | 0.00 | 77 | 226.47 | 03-31-2024 |
| FREEPORT-MCMORAN INC | CL B | 654 | $24,028 | 511 | 0.00 | 0.00 | 165 | 47.69 | 03-31-2024 |
