A detailed history of True Wealth Design, LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 20 shares of RJF stock, worth $3,174. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 9 122.22%
Holding current value
$3,174
Previous $1.38 Million 149.96%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$154.64 - $176.43 $1,701 - $1,940
11 Added 122.22%
20 $3.45 Million
Q2 2025

Aug 06, 2025

BUY
$123.65 - $153.88 $494 - $615
4 Added 80.0%
9 $1.38 Million
Q1 2025

May 13, 2025

SELL
$137.62 - $172.64 $1,651 - $2,071
-12 Reduced 70.59%
5 $695,000
Q4 2024

Feb 14, 2025

BUY
$123.0 - $170.1 $2,091 - $2,891
17 New
17 $2.64 Million

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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