Ep Wealth Advisors, LLC Raymond James Financial Inc Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,971 shares of RJF stock, worth $315,714. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,971
Previous 1,506
30.88%
Holding current value
$315,714
Previous $209,000
44.5%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding RJF
# of Institutions
961Shares Held
151MCall Options Held
649KPut Options Held
154K-
Vanguard Group Inc Valley Forge, PA22.2MShares$3.56 Billion0.06% of portfolio
-
Black Rock Inc. New York, NY14.4MShares$2.3 Billion0.04% of portfolio
-
Primecap Management CO Pasadena, CA10MShares$1.6 Billion1.25% of portfolio
-
Wellington Management Group LLP Boston, MA9.57MShares$1.53 Billion0.28% of portfolio
-
State Street Corp Boston, MA8.18MShares$1.31 Billion0.05% of portfolio
About RAYMOND JAMES FINANCIAL INC
- Ticker RJF
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 215,100,000
- Market Cap $34.5B
- 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...