WealthTrust Asset Management, LLC RJF Holdings History
Number of Shares
8,452.00
Current Holdings Value*
$1.17 Mil
% of Portfolio
0.87%
Total Estimate Gain
$45,894.36
% of Total Estimate Gain
3.50%
WealthTrust Asset Management, LLC's Raymond James Financial Inc Holding Summary
As of 2025-03-31, WealthTrust Asset Management, LLC held 8,452.00 shares of Raymond James Financial Inc(RJF), totaling $1.17 Mil. This investment constitutes 0.87% of their stock portfolio, and WealthTrust Asset Management, LLC now holds 0% of the outstanding Raymond James Financial Inc(RJF) stock.
The initial trade took place in 2025Q1. And since then WealthTrust Asset Management, LLC has made 1 purchases of RJF, at an average price of $155.23, for a total of 8,452.00 shares. Based on historical transaction data and RJF's current price of $160.66, WealthTrust Asset Management, LLC's estimated gain on his RJF holdings is $45,894.36, reflecting a 3.50% gain to date.
WealthTrust Asset Management, LLC RJF ($160.66) Holding Chart
WealthTrust Asset Management, LLC RJF ($160.66) 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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