Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
RAYMOND JAMES & ASSOCIATES 04-22-2024 03-31-2024 3912 147,510,620,184
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $11,059,658,844 23,007,404 0.01 0.01 -196,444 -0.85 03-31-2024
ISHARES TR CORE US AGGBD ET 2 $6,468,776,211 66,048,359 0.00 0.00 2,987,134 4.74 03-31-2024
MICROSOFT CORP COM 3 $4,632,345,645 11,011,021 0.00 0.00 155,501 1.43 03-31-2024
APPLE INC COM 4 $3,168,695,236 18,478,723 0.00 0.00 -149,462 -0.80 03-31-2024
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