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 |
|---|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC | COM | 251 | $51,998,720 | 89,466 | 0.00 | 0.00 | 3,518 | 4.09 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 252 | $51,815,037 | 635,533 | 0.00 | 0.00 | -11,551 | -1.79 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 253 | $51,720,389 | 635,152 | 0.00 | 0.00 | -470 | -0.07 | 03-31-2024 |
| ISHARES TR | CORE HIGH DV ETF | 254 | $51,716,932 | 469,258 | 0.00 | 0.00 | -24,691 | -5.00 | 03-31-2024 |
