4J Wealth Management LLC TCAF Holdings History
4J Wealth Management LLC's T. Rowe Price Capital Appreciation Equity ETF Holding Summary
As of 2025-03-31, 4J Wealth Management LLC held 251,658.00 shares of T. Rowe Price Capital Appreciation Equity ETF(TCAF), totaling $8.12 Mil. This investment constitutes 6.41% of their stock portfolio, and 4J Wealth Management LLC now holds 0.26% of the outstanding T. Rowe Price Capital Appreciation Equity ETF(TCAF) stock.
The initial trade took place in 2023Q3. And since then 4J Wealth Management LLC has made 7 purchases of TCAF, at an average price of $27.32, for a total of 251,658.00 shares. Based on historical transaction data and TCAF's current price of $35.95, 4J Wealth Management LLC's estimated gain on his TCAF holdings is $2.17 Mil, reflecting a 31.60% gain to date.
4J Wealth Management LLC TCAF ($35.95) Holding Chart
4J Wealth Management LLC TCAF ($35.95) 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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