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
ISHARES ETF / CLOSED EN 251 $2,826,610 28,039 0.00 0.00 -43 -0.15 03-31-2024
HALLIBURTON CO COMMON STOCK 252 $2,821,052 71,564 0.00 0.00 -1,937 -2.64 03-31-2024
CHIPOTLE MEXICAN GRILL COMMON STOCK 253 $2,816,662 969 0.00 0.00 -7 -0.72 03-31-2024
AMERICAN TOWER CORP COMMON STOCK 254 $2,804,192 14,192 0.00 0.00 -3,893 -21.53 03-31-2024
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