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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

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

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Quarterly reported holdings in Raymond James Financial by Wellspring Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
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)

Vanguard Value Etf Value Etf (VTV)

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

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

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

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

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

Wellington Management Company

Jpmorgan Chase & Co

Geode Capital Management

T. Rowe Price Investment Management

Earnest Partners

Bank of America Corporation

Massachusetts Financial Services

Dimensional Fund Advisors

APG All Pensions Group NV

View all funds holding Raymond James Financial

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