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
ISHARES TR GRWT ALLOCAT ETF 1701 $2,707,497 48,073 0.00 0.00 -2,125 -4.23 06-30-2024
FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 1702 $2,702,043 73,405 0.00 0.00 -1,829 -2.43 06-30-2024
ISHARES U S ETF TR BLACKROCK SHORT 1703 $2,699,926 53,837 0.00 0.00 1,492 2.85 06-30-2024
CYMABAY THERAPEUTICS INC COM Liquidated $0 0 0.00 0.00 12,554 12.39 03-31-2024
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