RAYMOND JAMES FINANCIAL INC
Holdings in TWFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $921,388 | 32,026 | Shares | Defined | 2026-02-18 |
| 2025-09-30 | $813,596 | 29,650 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $17,500 | 500 | Shares | Defined | 2025-08-14 |