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 |
|---|---|---|---|---|---|---|---|---|---|
| TELEFLEX INC | COMMON STOCK | 701 | $570,404 | 2,522 | 0.00 | 0.00 | -146 | -5.47 | 03-31-2024 |
| WISDOMTREE | ETF / CLOSED EN | 702 | $568,837 | 7,466 | 0.00 | 0.00 | 2,515 | 50.80 | 03-31-2024 |
| FIDELITY | ETF / CLOSED EN | Liquidated | $0 | 0 | 0.00 | 0.02 | -1,658 | -15.02 | 12-31-2023 |
| FIRST TRUST | ETF / CLOSED EN | 704 | $567,704 | 11,783 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
