Raymond James Financial Services Advisors’s Inspire 500 ETF PTL Stock Holding History

Raymond James Financial Services Advisors’s Portfolio PTL Stock Details PTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.45M	Buy	+6,814	New	+$1.39M	﹤0.01%	1914

Other funds holding PTL

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Raymond James Financial Services Advisors's PTL Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in Inspire 500 ETF (PTL) in Q3 2024: 6,814 shares worth $1.45M. The stake represents ﹤0.01% of the portfolio and ranks #1914 among its holdings.

29 funds tracked by Wall St. Rank hold PTL as of Q3 2024.

Raymond James Financial Services Advisors held 6,814 shares of Inspire 500 ETF worth $1.45M as of Q3 2024.
Inspire 500 ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
Inspire 500 ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1914 holding.
29 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.