RAYMOND JAMES FINL INC

Ticker: RJF CUSIP: 754730109 Class: COM

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q2 2025
Shares 4,124 Value ($000) $632 Avg Close $141.83 Range $116.45 - $153.30
Q4 2023
Shares 3,569 Value ($000) $398 Avg Close $99.79 Range $88.85 - $111.22