RAYMOND JAMES FINANCIAL INC
Holdings in UPBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,846,573 | 105,158 | Shares | Defined | 2026-02-18 |
| 2025-09-30 | $3,716,927 | 157,297 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $3,955,884 | 157,605 | Shares | Defined | 2025-08-14 |
| 2025-03-31 | $3,681,165 | 153,638 | Shares | Defined | 2025-05-13 |
| 2024-12-31 | $3,922,168 | 134,459 | Shares | Defined | 2025-04-23 |