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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ROCKET LAB USA INC | COM | 3451 | $350,957 | 85,391 | 0.00 | 0.00 | -804 | -0.93 | 03-31-2024 |
AMERICOLD REALTY TRUST INC | COM | 3452 | $350,513 | 14,066 | 0.00 | 0.00 | 5,500 | 64.21 | 03-31-2024 |
ALPS ETF TR | BARRONS 400 ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SMARTFINANCIAL INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,989 | -41.21 | 03-31-2024 |