Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | 04-22-2024 | 03-31-2024 | 3385 | 67,349,222,263 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERACTIVE BROKERS GROUP IN | COM CL A | 1001 | $7,747,202 | 69,351 | 0.00 | 0.00 | 1,897 | 2.81 | 03-31-2024 |
| M & T BK CORP | COM | 1002 | $7,721,861 | 53,093 | 0.00 | 0.00 | 4,659 | 9.62 | 03-31-2024 |
| ISHARES TR | 10+ YR INVST GRD | 1003 | $7,704,210 | 149,567 | 0.00 | 0.00 | 70,964 | 90.28 | 03-31-2024 |
| BROOKFIELD CORP | CL A LTD VT SH | 1004 | $7,702,921 | 183,972 | 0.00 | 0.00 | 3,095 | 1.71 | 03-31-2024 |
