Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | 04-22-2024 | 03-31-2024 | 3912 | 147,510,620,184 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US QUALITY GROW | 1851 | $4,441,852 | 52,294 | 0.00 | 0.00 | 34,265 | 190.05 | 03-31-2024 |
| ISHARES TR | YLD OPTIM BD | 1852 | $4,437,966 | 198,475 | 0.00 | 0.00 | 185,116 | 1385.70 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | DWA DEV MKTS | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,647 | -1.17 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 1854 | $4,432,171 | 90,012 | 0.00 | 0.00 | 12,973 | 16.84 | 03-31-2024 |
