A detailed history of Wetzel Investment Advisors, Inc. transactions in Raymond James Financial Inc stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 5,029 shares of RJF stock, worth $790,961. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,029
Previous 5,529 9.04%
Holding current value
$790,961
Previous $683,000 9.96%
% of portfolio
0.32%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$106.39 - $125.13 $53,195 - $62,565
-500 Reduced 9.04%
5,029 $615,000
Q2 2024

Aug 07, 2024

BUY
$115.67 - $129.99 $57,835 - $64,995
500 Added 9.94%
5,529 $683,000
Q1 2024

Apr 23, 2024

SELL
$109.13 - $128.42 $109,130 - $128,419
-1,000 Reduced 16.59%
5,029 $645,000
Q4 2023

Jan 31, 2024

BUY
$91.83 - $113.67 $553,643 - $685,316
6,029 New
6,029 $672,000

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 $33.8B
  • 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...
More about RJF
Track This Portfolio

Track Wetzel Investment Advisors, Inc. Portfolio

Follow Wetzel Investment 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 Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.