RJFSA
SEF icon

Raymond James Financial Services Advisors’s ProShares Short Financials SEF Stock Holding History

Raymond James Financial Services Advisors’s Portfolio SEF Stock Details SEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,746
Closed -$194K – 3389
2022
Q4 		$194K Buy
+3,746
New +$198K ﹤0.01% 2875
2022
Q2 		– Sell
-2,609
Closed -$123K – 3407
2022
Q1 		$123K Buy
+2,609
New +$124K ﹤0.01% 3077

Other funds holding SEF

CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return