SEC 13F Intelligence

Systm Wealth Solutions LLC / RJF

Systm Wealth Solutions LLC’s Raymond James Finl Inc Position

Does Systm Wealth Solutions LLC own Raymond James Finl Inc (RJF)? Yes1.1K shares worth $130,420 (+3.96% of its 13F portfolio) as of Q3 2024, down from 43.1K shares the prior filed quarter.

Position Value
$130,420
Q3 2024
Shares
1.1K
% of Portfolio
+3.96%
Quarters Held
4
currently held

Position History RJF

Reported value by quarter
Q4 ’23: $13,421Q4 ’23Q1 ’24: $5MQ1 ’24Q2 ’24: $5MQ2 ’24Q3 ’24: $130,420Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20241.1K$130,420+3.96%
Q2 202443.1K$5M+1.19%
Q1 202441.2K$5M+0.67%
Q4 2023120$13,4210.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of RJF.