Raymond James Trust’s Ballast Small/Mid Cap ETF MGMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$769K	Buy
2024 Q2	$712K	Buy
2024 Q1	$289K	Sell
2023 Q4	$370K	Buy
2023 Q3	$257K	Buy