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 1,506 shares of RJF stock, worth $221,201. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,506
Previous 1,428 5.46%
Holding current value
$221,201
Previous $221,000 5.43%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$137.62 - $172.64 $10,734 - $13,465
78 Added 5.46%
1,506 $209,000
Q4 2024

Feb 13, 2025

BUY
$123.0 - $170.1 $175,644 - $242,902
1,428 New
1,428 $221,000

Others Institutions Holding RJF

About RAYMOND JAMES FINANCIAL INC


  • Ticker RJF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 215,100,000
  • Market Cap $31.6B
  • 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...
More about RJF
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