Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RAYMOND JAMES TRUST NA | 04-24-2024 | 03-31-2024 | 1833 | 4,124,147,725 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CNA FINANCIAL CORP | COMMON STOCK | 1251 | $255,171 | 5,618 | 0.00 | 5,618 | +Inf | 03-31-2024 | |
| ISHARES | ETF / CLOSED EN | 1252 | $254,904 | 5,160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIMENSIONAL | ETF / CLOSED EN | 1253 | $254,863 | 10,310 | 0.00 | 10,310 | +Inf | 03-31-2024 | |
| NISOURCE INC | COMMON STOCK | 1254 | $253,753 | 9,174 | 0.00 | 0.00 | 244 | 2.73 | 03-31-2024 |
