1919 Socially Responsive Balanced Fund MTB Holdings History
1919 Socially Responsive Balanced Fund's M&T Bank Corp Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 37,875.00 shares of M&T Bank Corp(MTB), totaling $5.19 Mil. This investment constitutes 1.01% of their stock portfolio, and Trust for Advised Portfolios now holds 0.02% of the outstanding M&T Bank Corp(MTB) stock.
The initial trade took place in 2022Q4. And since then 1919 Socially Responsive Balanced Fund has made 3 purchases of MTB, at an average price of $154.96, for a total of 37,875.00 shares. Based on historical transaction data and MTB's current price of $195.49, 1919 Socially Responsive Balanced Fund's estimated gain on his MTB holdings is $1.54 Mil, reflecting a 26.15% gain to date.
1919 Socially Responsive Balanced Fund MTB ($195.49) Holding Chart
1919 Socially Responsive Balanced Fund MTB ($195.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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