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 |
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 |