Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$33.52 - $37.72 $502 - $565
15 Added 0.13%
11,297 $411,000
Q1 2024

Apr 22, 2024

BUY
$35.22 - $39.75 $70,721 - $79,818
2,008 Added 21.65%
11,282 $428,000
Q4 2023

Jan 16, 2024

SELL
$26.01 - $37.09 $115,198 - $164,271
-4,429 Reduced 32.32%
9,274 $336,000
Q3 2023

Oct 24, 2023

SELL
$29.59 - $36.66 $946 - $1,173
-32 Reduced 0.23%
13,703 $412,000
Q2 2023

Jul 25, 2023

BUY
$32.75 - $37.99 $42,083 - $48,817
1,285 Added 10.32%
13,735 $493,000
Q1 2023

Apr 14, 2023

SELL
$31.99 - $37.9 $49,136 - $58,214
-1,536 Reduced 10.98%
12,450 $413,000
Q4 2022

Feb 08, 2023

BUY
$31.95 - $35.3 $41,183 - $45,501
1,289 Added 10.15%
13,986 $470,000
Q3 2022

Oct 25, 2022

SELL
N/A
-2,130 Reduced 14.37%
12,697 $436,000
Q2 2022

Aug 12, 2022

SELL
N/A
-1,233 Reduced 7.68%
14,827 $478,000
Q1 2022

May 11, 2022

BUY
N/A
579 Added 3.74%
16,060 $636,000
Q4 2021

Feb 08, 2022

SELL
N/A
-4,347 Reduced 21.92%
15,481 $732,000
Q3 2021

Nov 02, 2021

BUY
N/A
7,237 Added 57.48%
19,828 $1.08 Million
Q2 2021

Aug 11, 2021

BUY
N/A
2,593 Added 25.94%
12,591 $767,000
Q1 2021

May 14, 2021

BUY
N/A
380 Added 3.95%
9,998 $579,000
Q4 2020

Feb 12, 2021

BUY
N/A
785 Added 8.89%
9,618 $565,000
Q3 2020

Nov 04, 2020

BUY
N/A
1,146 Added 14.91%
8,833 $421,000
Q2 2020

Jul 17, 2020

BUY
N/A
7,687 New
7,687 $343,000

Others Institutions Holding BTEC

About PRINCIPAL ETF PRINCIPAL HEALTH


  • Ticker BTEC
  • Sector ETFs
  • Industry ETFs
More about BTEC
Track This Portfolio

Track Raymond James Financial Services Advisors, Inc. Portfolio

Follow Raymond James Financial Services Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Raymond James Financial Services Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Services Advisors, Inc. with notifications on news.