Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wellspring Financial Advisors »

Raymond James Financial shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Raymond James Financial

Tip: Access up to 7 years of quarterly data

All positions including Raymond James Financial held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Raymond James Financial by Wellspring Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$2.9M	24k	123.61
2024-03-31	$3.0M	24k	128.42

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)

Vanguard Total Stk Mkt Total Stk Mkt (VTI)

Vanguard High Dividend Yield High Div Yld (VYM)

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)

Goldman Sachs Physical Gold Etf Unit

Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)

Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)

Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)

Spdr S&p 500 Etf Trust Tr Unit (SPY)

Ishares S&p North Amer Tech-software Expanded Tech (IGV)

Vanguard Value Etf Value Etf (VTV)

Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)

Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)

Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)

Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Raymond James Financial

PRIMECAP Management Company

State Street Corporation

Jpmorgan Chase & Co

Geode Capital Management

T. Rowe Price Investment Management

Bank of America Corporation

Earnest Partners

Massachusetts Financial Services

Dimensional Fund Advisors

View all funds holding Raymond James Financial

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z