Phillips Wealth Planners LLC Raymond James Financial Inc Transaction History
Phillips Wealth Planners LLC
- $94.9 Billion
- Q2 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 2,653 shares of RJF stock, worth $305,572. This represents 0.34% of its overall portfolio holdings.
Number of Shares
2,653
Previous 2,653
-0.0%
Holding current value
$305,572
Previous $323 Million
1.71%
% of portfolio
0.34%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding RJF
# of Institutions
804Shares Held
150MCall Options Held
552KPut Options Held
141K-
Vanguard Group Inc Valley Forge, PA21.9MShares$2.53 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY14.4MShares$1.66 Billion0.04% of portfolio
-
Primecap Management CO Pasadena, CA12.1MShares$1.39 Billion1.1% of portfolio
-
Wellington Management Group LLP Boston, MA9.22MShares$1.06 Billion0.21% of portfolio
-
State Street Corp Boston, MA7.92MShares$912 Million0.04% of portfolio
About RAYMOND JAMES FINANCIAL INC
- Ticker RJF
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 215,100,000
- Market Cap $24.8B
- 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...