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 |
|---|---|---|---|---|---|---|---|---|---|
| VIRIDIAN THERAPEUTICS INC | COM | 5001 | $202,223 | 11,549 | 0.00 | 0.00 | 1,321 | 12.92 | 03-31-2024 |
| MGE ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 2,946 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL UTL | Liquidated | $201,497 | 3,561 | 0.00 | 0.00 | 3,561 | +Inf | 03-31-2024 |
| MADISON COVERED CALL & EQUIT | COM | 5004 | $201,495 | 27,564 | 0.00 | 0.00 | 1,641 | 6.33 | 03-31-2024 |
