Number of Shares
93,034.00
Current Holdings Value*
$2.19 Mil
% of Portfolio
1.73%
Total Estimate Gain
$350,738.18
% of Total Estimate Gain
14.46%

4J Wealth Management LLC's T. Rowe Price Technology ETF Holding Summary

As of 2025-03-31, 4J Wealth Management LLC held 93,034.00 shares of T. Rowe Price Technology ETF(TTEQ), totaling $2.19 Mil. This investment constitutes 1.73% of their stock portfolio, and 4J Wealth Management LLC now holds 7.75% of the outstanding T. Rowe Price Technology ETF(TTEQ) stock.

The initial trade took place in 2025Q1. And since then 4J Wealth Management LLC has made 1 purchases of TTEQ, at an average price of $26.08, for a total of 93,034.00 shares. Based on historical transaction data and TTEQ's current price of $29.85, 4J Wealth Management LLC's estimated gain on his TTEQ holdings is $350,738.18, reflecting a 14.46% gain to date.

4J Wealth Management LLC TTEQ ($29.85) Holding Chart

4J Wealth Management LLC TTEQ ($29.85) 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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