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 |
|---|---|---|---|---|---|---|---|---|---|
| POLARIS INC | COM | 1101 | $6,335,212 | 63,276 | 0.00 | 0.00 | -51,006 | -44.63 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 HI | 1102 | $6,307,705 | 154,942 | 0.00 | 0.00 | -5,436 | -3.39 | 03-31-2024 |
| AEROVIRONMENT INC | COM | 1103 | $6,307,012 | 41,147 | 0.00 | 0.00 | -2,219 | -5.12 | 03-31-2024 |
| ISHARES TR | DOW JONES US ETF | 1104 | $6,304,063 | 49,216 | 0.00 | 0.00 | 447 | 0.92 | 03-31-2024 |
