Tria Gen Wealth Management LLC Raymond James Financial Inc Transaction History
Tria Gen Wealth Management LLC
- $221 Million
- Q1 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 14,664 shares of RJF stock, worth $1.85 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
14,664
Previous 29,352
50.04%
Holding current value
$1.85 Million
Previous $3.27 Million
42.45%
% of portfolio
0.85%
Previous 1.6%
Shares
2 transactions
Others Institutions Holding RJF
# of Institutions
771Shares Held
149MCall Options Held
501KPut Options Held
210K-
Vanguard Group Inc Valley Forge, PA22.1MShares$2.8 Billion0.06% of portfolio
-
Black Rock Inc. New York, NY15.2MShares$1.92 Billion0.05% of portfolio
-
Primecap Management CO Pasadena, CA12.1MShares$1.53 Billion1.18% of portfolio
-
Wellington Management Group LLP Boston, MA10.3MShares$1.3 Billion0.24% of portfolio
-
State Street Corp Boston, MA7.84MShares$992 Million0.05% of portfolio
About RAYMOND JAMES FINANCIAL INC
- Ticker RJF
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 215,100,000
- Market Cap $27.2B
- 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...