Position Size ($1000s)
$14,754
| $21,526
| $21,736
| 09/30/2023 | 12/31/2023 | 03/31/2024 | Share Count
210,680
| 265,656
| 283,765
| 09/30/2023 | 12/31/2023 | 03/31/2024 |
|
Entity | 03/31/2024 Amount |
03/31/2024 Position Size ($ in 1000's) |
VANGUARD WORLD FD (EDV) |
283,765 |
$21,736 | EDV | 283,765 | $21,736 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
VANGUARD WORLD FD (EDV) |
265,656 |
$21,526 | EDV | 265,656 | $21,526 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
VANGUARD WORLD FD (EDV) |
210,680 |
$14,754 | EDV | 210,680 | $14,754 |
Top Stocks Held at 03/31/2024: VOO, AGG, MSFT, AAPL, AMZN, More »
Size ($ in 1000's)
At 03/31/2024: $147,509,498 At 12/31/2023: $133,800,235 At 09/30/2023: $119,162,964
Raymond James & Associates Top Holdings
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