4J Wealth Management LLC TFLR Holdings History
4J Wealth Management LLC's T. Rowe Price Floating Rate ETF Holding Summary
As of 2025-03-31, 4J Wealth Management LLC held 165,396.00 shares of T. Rowe Price Floating Rate ETF(TFLR), totaling $8.44 Mil. This investment constitutes 6.66% of their stock portfolio, and 4J Wealth Management LLC now holds 3.07% of the outstanding T. Rowe Price Floating Rate ETF(TFLR) stock.
The initial trade took place in 2024Q1. And since then 4J Wealth Management LLC has made 5 purchases of TFLR, at an average price of $51.73, for a total of 165,396.00 shares. Based on historical transaction data and TFLR's current price of $51.79, 4J Wealth Management LLC's estimated gain on his TFLR holdings is $9,490.96, reflecting a 0.11% gain to date.
4J Wealth Management LLC TFLR ($51.79) Holding Chart
4J Wealth Management LLC TFLR ($51.79) 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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