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Raymond James Financial shares owned by Revolve Wealth Partners

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

Historical chart of Revolve Wealth Partners investment in Raymond James Financial

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

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Quarterly reported holdings in Raymond James Financial by Revolve Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $271k 2.1k 128.42
2023-12-31 $234k 2.1k 111.50
2023-09-30 $215k 2.1k 100.43

More positions owned by Revolve Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ea Series Trust Intl Quan Value (IVAL)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
RBB Us Treas 3 Mnth (TBIL)
Ea Series Trust Us Quan Momentum (QMOM)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Ea Series Trust Sparkline Intang (ITAN)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Wisdomtree Tr Us Largecap Divd (DLN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Intl Qulty Div (IQDG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Revolve Wealth Partners

Top funds holding Raymond James Financial

Vanguard Group
BlackRock
PRIMECAP Management Company
Wellington Management Company
FMR
Jpmorgan Chase & Co
Geode Capital Management
Earnest Partners
Agf Management
Massachusetts Financial Services
Brave Warrior Advisors
Dimensional Fund Advisors
Northern Trust
Marshall Wace
APG All Pensions Group NV

View all funds holding Raymond James Financial