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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO CORPORATE & INCOME OPP | COM | 1051 | $6,931,786 | 466,159 | 0.00 | 0.00 | 6,704 | 1.46 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 1052 | $6,901,360 | 187,486 | 0.00 | 0.00 | 51,963 | 38.34 | 03-31-2024 |
| CLEVELAND-CLIFFS INC NEW | COM | 1053 | $6,882,446 | 302,658 | 0.00 | 0.00 | 2,533 | 0.84 | 03-31-2024 |
| CRESTWOOD EQUITY PARTNERS LP | UNIT LTD PARTNER | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,276 | -4.20 | 12-31-2023 |
