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
ISHARES TR 20+ YEAR TR BD 4851 $219,956 8,238 0.00 0.00 -16,839 -67.15 03-31-2024
GE VERNOVA LLC COM 4852 $218,800 1,600 0.00 1,600 +Inf 03-31-2024
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 4853 $218,749 6,573 0.00 6,573 +Inf 03-31-2024
INNOVATOR ETFS TRUST IBD 50 ETF 4854 $218,549 7,907 0.00 0.00 -2,129 -21.21 03-31-2024
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