Cassady Schiller Wealth Management’s Raymond James Financial RJF Stock Holding History

Cassady Schiller Wealth Management’s Portfolio RJF Stock Details RJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.71K	Buy	+11	New	+$1.66K	﹤0.01%	621

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's RJF Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Raymond James Financial (RJF) in Q4 2024: 11 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings.

835 funds tracked by Wall St. Rank hold RJF as of Q4 2024.

Cassady Schiller Wealth Management held 11 shares of Raymond James Financial worth $1.71K as of Q4 2024.
Raymond James Financial was a new Cassady Schiller Wealth Management position in Q4 2024.
Raymond James Financial made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #621 holding.
835 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.