Number of Shares
44,744.00
Current Holdings Value*
$6.22 Mil
% of Portfolio
3.09%
Total Estimate Gain
$4.34 Mil
% of Total Estimate Gain
148.86%

New England Professional Planning Group Inc.'s Raymond James Financial Inc Holding Summary

As of 2025-03-31, New England Professional Planning Group Inc. held 44,744.00 shares of Raymond James Financial Inc(RJF), totaling $6.22 Mil. This investment constitutes 3.09% of their stock portfolio, and New England Professional Planning Group Inc. now holds 0.02% of the outstanding Raymond James Financial Inc(RJF) stock.

The initial trade took place in 2014Q4. And since then New England Professional Planning Group Inc. has made 18 purchases of RJF, at an average price of $63.42, for a total of 45,944.00 shares. In addition, there have been 2 sales at an average price of $56.72 for 1,200.00 shares. Based on historical transaction data and RJF's current price of $160.54, New England Professional Planning Group Inc.'s estimated gain on his RJF holdings is $4.34 Mil, reflecting a 148.86% gain to date.

New England Professional Planning Group Inc. RJF ($160.54) Holding Chart

New England Professional Planning Group Inc. RJF ($160.54) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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