Raymond James Financial Services Advisors, Inc. Principal ETF Principal Health Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

Shares Held

143

Call Options Held

Put Options Held

American Portfolios Advisors Holbrook, NY

143
Shares

$0
0.0% of portfolio

View Full List

About PRINCIPAL ETF PRINCIPAL HEALTH

Ticker BTEC
Sector ETFs
Industry ETFs

More about BTEC

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