Position Size ($1000s)
$347,589
| $363,480
| $370,696
| 09/30/2023 | 12/31/2023 | 03/31/2024 | Share Count
4,802,286
| 4,658,206
| 4,435,220
| 09/30/2023 | 12/31/2023 | 03/31/2024 |
|
Entity | 03/31/2024 Amount |
03/31/2024 Position Size ($ in 1000's) |
ISHARES TR (USMV) |
4,435,220 |
$370,696 | USMV | 4,435,220 | $370,696 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
ISHARES TR (USMV) |
4,658,206 |
$363,480 | USMV | 4,658,206 | $363,480 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
ISHARES TR (USMV) |
4,802,286 |
$347,589 | USMV | 4,802,286 | $347,589 |
Top Stocks Held at 03/31/2024: MSFT, AAPL, VOO, IVV, SPY, More »
Size ($ in 1000's)
At 03/31/2024: $67,349,153 At 12/31/2023: $61,546,613 At 09/30/2023: $55,599,845
Raymond James Financial Services Advisors Inc. Top Holdings
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