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Raymond James Financial Services Advisors’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Raymond James Financial Services Advisors’s Portfolio TSPA Stock Details TSPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,831
Closed -$318K – 3501
2023
Q4 		$318K Buy
+10,831
New +$298K ﹤0.01% 2699

Other funds holding TSPA

PWM
Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $364M AUM 26.87% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return
JJBC
James J. Burns & Company Melville, New York $924M AUM 22.18% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Raymond James Financial Services Advisors's TSPA Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of T. Rowe Price US Equity Research ETF (TSPA) in Q1 2024, closing a stake of 10,831 shares — an estimated $318K sold.

Raymond James Financial Services Advisors first reported a position in TSPA in Q4 2023 and held it in 1 quarter. The position peaked at $318K in Q4 2023. 17 funds tracked by Wall St. Rank hold TSPA as of Q1 2024.

  • Raymond James Financial Services Advisors reported no remaining T. Rowe Price US Equity Research ETF position as of Q1 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 10,831 T. Rowe Price US Equity Research ETF shares in Q1 2024, an estimated $318K.
  • Raymond James Financial Services Advisors first reported a position in T. Rowe Price US Equity Research ETF in Q4 2023 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's T. Rowe Price US Equity Research ETF position peaked at $318K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.