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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL | ETF / CLOSED EN | 1451 | $216,755 | 8,103 | 0.00 | 8,103 | +Inf | 03-31-2024 | |
| SPDR | ETF / CLOSED EN | 1452 | $216,284 | 5,051 | 0.00 | 5,051 | +Inf | 03-31-2024 | |
| FIRST TRUST | ETF / CLOSED EN | Liquidated | $0 | 0 | 0.00 | 2,362 | +Inf | 03-31-2024 | |
| FTI CONSULTING INC | COMMON STOCK | 1454 | $215,757 | 1,026 | 0.00 | 1,026 | +Inf | 03-31-2024 |
