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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

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Quarterly reported holdings in Raymond James Financial by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $21k 174 122.56
2024-06-30 $21k 173 123.96
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 Market (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)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Core Msci Emkt (IEMG)

View all positions for CarsonAllaria Wealth Management

Top funds holding Raymond James Financial

Vanguard Group
BlackRock
BlackRock
PRIMECAP Management Company
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Investment Management
Agf Management
Bank of America Corporation
Earnest Partners
Invesco
Massachusetts Financial Services
Dimensional Fund Advisors
Northern Trust

View all funds holding Raymond James Financial