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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 301 | $42,204,262 | 177,091 | 0.00 | 0.00 | 55,879 | 46.10 | 03-31-2024 |
| INTUITIVE SURGICAL INC | COM NEW | 302 | $42,148,893 | 105,613 | 0.00 | 0.00 | 898 | 0.86 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 303 | $41,718,778 | 176,932 | 0.00 | 0.00 | 25,834 | 17.10 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 304 | $41,392,693 | 1,129,405 | 0.00 | 0.00 | -83,089 | -6.85 | 03-31-2024 |
