Raymond James Trust’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Raymond James Trust’s Portfolio ETHO Stock Details ETHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$328K	Buy	+5,478	New	+$318K	0.01%	988

Other funds holding ETHO

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Raymond James Trust's ETHO Position: Q3 2024 in Review

Raymond James Trust opened a new position in Amplify Etho Climate Leadership US ETF (ETHO) in Q3 2024: 5,478 shares worth $328K. The stake represents 0.01% of the portfolio and ranks #988 among its holdings.

60 funds tracked by Wall St. Rank hold ETHO as of Q3 2024.

Raymond James Trust held 5,478 shares of Amplify Etho Climate Leadership US ETF worth $328K as of Q3 2024.
Amplify Etho Climate Leadership US ETF was a new Raymond James Trust position in Q3 2024.
Amplify Etho Climate Leadership US ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #988 holding.
60 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.