Raymond James Financial Services Advisors, Inc. Ea Ser Tr Alpha Architect Intl Transaction History

Raymond James Financial Services Advisors, Inc.

$66.3 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 08, 2022	SELL	$25.32 - $27.68 $810,822 - $886,396	-32,023 Closed	0 $0
Q3 2021 Nov 02, 2021	SELL	$27.02 - $29.39 $63,226 - $68,772	-2,340 Reduced 6.81%	32,023 $865,000
Q2 2021 Aug 11, 2021	BUY	$28.79 - $30.24 $420,276 - $441,443	14,598 Added 73.86%	34,363 $998,000
Q1 2021 May 14, 2021	BUY	$27.37 - $29.18 $540,968 - $576,742	19,765 New	19,765 $570,000

Others Institutions Holding IVAL

# of Institutions

Shares Held

3.58M

Call Options Held

Put Options Held

Revolve Wealth Partners, LLC

1.13M
Shares

$28.5 Million
5.43% of portfolio
Empirical Finance, LLC

590K
Shares

$14.9 Million
0.98% of portfolio
Ea Series Trust Havertown, PA

460K
Shares

$11.6 Million
0.39% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

297K
Shares

$7.5 Million
1.52% of portfolio
One Plus One Wealth Management, LLC

214K
Shares

$5.4 Million
3.32% of portfolio

View Full List

About EA SER TR ALPHA ARCHITECT INTL

Ticker IVAL
Sector ETFs
Industry ETFs

More about IVAL

Track This Portfolio

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.

Account