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 |
|---|---|---|---|---|---|---|---|---|---|
| ZIMMER BIOMET HOLDINGS INC | COM | 701 | $19,929 | 151 | 0.00 | 0.00 | 6 | 4.14 | 03-31-2024 |
| HONDA MOTOR LTD | ADR ECH CNV IN 3 | 702 | $19,844 | 533 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TERADATA CORP DEL | COM | 703 | $19,838 | 513 | 0.00 | 0.00 | -10 | -1.91 | 03-31-2024 |
| SHINHAN FINANCIAL GROUP CO L | SPN ADR RESTRD | 704 | $19,768 | 557 | 0.00 | 0.00 | 3 | 0.54 | 03-31-2024 |
