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 |
|---|---|---|---|---|---|---|---|---|---|
| DUFF & PHELPS | ETF / CLOSED EN | 1301 | $241,886 | 25,302 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD | ETF / CLOSED EN | 1302 | $241,500 | 2,148 | 0.00 | 0.00 | -50 | -2.27 | 03-31-2024 |
| MOELIS & COMPANY | COMMON STOCK | 1303 | $240,934 | 4,244 | 0.00 | 0.00 | -63 | -1.46 | 03-31-2024 |
| SEACOAST BANKING CORP FLA | COMMON STOCK | 1304 | $240,645 | 9,478 | 0.00 | 0.00 | -345 | -3.51 | 03-31-2024 |
