Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | 07-19-2024 | 06-30-2024 | 3395 | 70,350,108,896 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEUBERGER BERMAN NEXT GENERA | COMMON STOCK | 1151 | $6,164,931 | 477,531 | 0.00 | 0.00 | 3,892 | 0.82 | 06-30-2024 |
| IMPERIAL OIL LTD | COM NEW | 1152 | $6,153,780 | 90,165 | 0.00 | 0.00 | -1,825 | -1.98 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 1153 | $6,152,073 | 172,714 | 0.00 | 0.00 | 62,835 | 57.19 | 06-30-2024 |
| FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 1154 | $6,135,026 | 185,516 | 0.00 | 0.00 | 75,331 | 68.37 | 06-30-2024 |
