CarsonAllaria Wealth Management »

Raymond James Financial shares owned by CarsonAllaria Wealth Management

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by CarsonAllaria Wealth Management from 13F filings

Historical chart of CarsonAllaria Wealth Management investment in Raymond James Financial

Tip: Access up to 7 years of quarterly data

All positions including Raymond James Financial held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Raymond James Financial by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $22k 172 129.06
2023-12-31 $19k 172 111.60
2023-09-30 $17k 171 100.70
2023-06-30 $18k 170 104.24
2023-03-31 $16k 170 93.27

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

View all positions for CarsonAllaria Wealth Management

Top funds holding Raymond James Financial

Vanguard Group
PRIMECAP Management Company
Wellington Management Company
Jpmorgan Chase & Co
Earnest Partners
Massachusetts Financial Services
Agf Management
Norges Bank Investment Management
Brave Warrior Advisors
Dimensional Fund Advisors
Marshall Wace
Bank of America Corporation
Legal & General Group
Mercer Global Advisors
Bank of New York Mellon

View all funds holding Raymond James Financial