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 |
---|---|---|---|---|---|---|---|---|---|
CHEVRON CORP NEW | COM | 51 | $275,522,298 | 1,746,686 | 0.00 | 0.00 | 25,018 | 1.45 | 03-31-2024 |
FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 52 | $275,487,690 | 3,216,435 | 0.00 | 0.00 | -201,240 | -5.89 | 03-31-2024 |
ALPHABET INC | CAP STK CL C | 53 | $271,035,479 | 1,780,083 | 0.00 | 0.00 | 15,947 | 0.90 | 03-31-2024 |
COMCAST CORP NEW | CL A | 54 | $249,427,835 | 5,753,814 | 0.00 | 0.00 | -59,156 | -1.02 | 03-31-2024 |