A detailed history of Principia Wealth Advisory, LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 11 shares of RJF stock, worth $1,746. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11
Previous 6 83.33%
Holding current value
$1,746
Previous $818,000 106.23%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$123.65 - $153.88 $618 - $769
5 Added 83.33%
11 $1.69 Million
Q1 2025

Apr 11, 2025

BUY
$137.62 - $172.64 $412 - $517
3 Added 100.0%
6 $818,000
Q4 2024

Apr 11, 2025

BUY
$123.0 - $170.1 $369 - $510
3 New
3 $466,000

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 $34.1B
  • 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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