Bergan Kdv Wealth Management, LLC Raymond James Financial Inc Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
3 transactions
Others Institutions Holding RJF
# of Institutions
823Shares Held
150MCall Options Held
588KPut Options Held
241K-
Vanguard Group Inc Valley Forge, PA21.9MShares$3.7 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY14.4MShares$2.43 Billion0.04% of portfolio
-
Wellington Management Group LLP Boston, MA12.1MShares$2.05 Billion0.27% of portfolio
-
Primecap Management CO Pasadena, CA12MShares$2.02 Billion1.1% of portfolio
-
State Street Corp Boston, MA7.97MShares$1.35 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 $36.3B
- 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...