RAYMOND JAMES FINL INC

Ticker: RJF CUSIP: 754730109 Class: COM

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,233 Value ($000) $1,162 Avg Close $160.93 Range $150.18 - $172.42
Q3 2025
Shares 6,259 Value ($000) $1,080 Avg Close $164.67 Range $150.75 - $176.55
Q2 2025
Shares 6,603 Value ($000) $1,013 Avg Close $141.83 Range $116.45 - $153.30
Q1 2025
Shares 6,769 Value ($000) $940 Avg Close $153.20 Range $133.32 - $172.04
Q4 2024
Shares 6,812 Value ($000) $1,058 Avg Close $148.59 Range $118.47 - $168.60
Q3 2024
Shares 6,546 Value ($000) $802 Avg Close $114.48 Range $102.17 - $123.30
Q2 2024
Shares 6,507 Value ($000) $804 Avg Close $120.53 Range $112.36 - $128.12
Q1 2024
Shares 6,005 Value ($000) $771 Avg Close $113.40 Range $103.88 - $125.71
Q4 2023
Shares 5,952 Value ($000) $664 Avg Close $99.79 Range $88.85 - $111.22
Q3 2023
Shares 6,027 Value ($000) $605 Avg Close $102.14 Range $95.46 - $107.73
Q2 2023
Shares 6,021 Value ($000) $625 Avg Close $89.26 Range $78.83 - $100.63
Q1 2023
Shares 5,681 Value ($000) $530 Avg Close $101.38 Range $81.63 - $115.53
Q4 2022
Shares 6,356 Value ($000) $679 Avg Close $106.98 Range $92.69 - $120.10
Q3 2022
Shares 5,678 Value ($000) $561 Avg Close $96.20 Range $81.65 - $105.83
Q2 2022
Shares 5,630 Value ($000) $503 Avg Close $92.74 Range $80.31 - $109.02
Q1 2022
Shares 5,476 Value ($000) $602 Avg Close $99.95 Range $86.39 - $110.73
Q2 2021
Shares 3,651 Value ($000) $474 Avg Close $81.39 Range $76.27 - $86.35
Q1 2021
Shares 4,923 Value ($000) $603 Avg Close $69.45 Range $57.79 - $77.60
Q4 2020
Shares 4,713 Value ($000) $451 Avg Close $53.12 Range $44.10 - $59.93
Q1 2020
Shares 3,479 Value ($000) $220 Avg Close $51.50 Range $33.00 - $62.36
Q4 2018
Shares 32 Value ($000) $2 Avg Close $47.62 Range $41.18 - $57.27