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 WORLD FD | UTILITIES ETF | 901 | $9,300,250 | 65,228 | 0.00 | 0.00 | 6,832 | 11.70 | 03-31-2024 |
| INVESCO EXCHNG TRAD SLF INDE | BULLETSHS 2032 | 902 | $9,293,171 | 458,922 | 0.00 | 0.00 | 163,154 | 55.16 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 903 | $9,253,274 | 260,289 | 0.00 | 0.00 | -3,626 | -1.37 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | 904 | $9,246,815 | 237,952 | 0.00 | 237,952 | +Inf | 03-31-2024 |
