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
AUTODESK INC COM 251 $106,763,326 409,966 0.00 0.00 -31,835 -7.21 03-31-2024
TRAVELERS COMPANIES INC COM 252 $106,425,373 462,438 0.00 0.00 -66,951 -12.65 03-31-2024
ISHARES TR S&P MC 400GR ETF 253 $105,342,148 1,154,434 0.00 0.00 163,419 16.49 03-31-2024
CONSTELLATION BRANDS INC CL A 254 $105,212,384 387,152 0.00 0.00 2,109 0.55 03-31-2024
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