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 |
---|---|---|---|---|---|---|---|---|---|
STATE STR CORP | COM | 701 | $13,992,551 | 180,969 | 0.00 | 0.00 | 5,017 | 2.85 | 03-31-2024 |
AMERICAN WTR WKS CO INC NEW | COM | 702 | $13,986,804 | 114,449 | 0.00 | 0.00 | 26,336 | 29.89 | 03-31-2024 |
GLOBAL X FDS | RBTCS ARTFL INTE | 703 | $13,957,853 | 438,788 | 0.00 | 0.00 | 36,171 | 8.98 | 03-31-2024 |
ISHARES TR | A RATE CP BD ETF | 704 | $13,890,424 | 292,553 | 0.00 | 0.00 | 15,153 | 5.46 | 03-31-2024 |