Phillips Wealth Planners LLC Raymond James Financial Inc Transaction History
Phillips Wealth Planners LLC
- $104 Billion
- Q3 2024
A detailed history of Phillips Wealth Planners LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 2,672 shares of RJF stock, worth $446,357. This represents 0.35% of its overall portfolio holdings.
Number of Shares
2,672
Previous 2,653
0.72%
Holding current value
$446,357
Previous $318 Million
14.45%
% of portfolio
0.35%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding RJF
# of Institutions
823Shares Held
150MCall Options Held
588KPut Options Held
241K-
Vanguard Group Inc Valley Forge, PA21.9MShares$3.66 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY14.4MShares$2.4 Billion0.04% of portfolio
-
Wellington Management Group LLP Boston, MA12.1MShares$2.02 Billion0.27% of portfolio
-
Primecap Management CO Pasadena, CA12MShares$2 Billion1.1% of portfolio
-
State Street Corp Boston, MA7.97MShares$1.33 Billion0.04% of portfolio
About RAYMOND JAMES FINANCIAL INC
- Ticker RJF
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 215,100,000
- Market Cap $35.9B
- Description
- Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe. The Private Client Group segment offers investment services, portfolio management service...