ARS Wealth Advisors Group, LLC TCAF Holdings History
ARS Wealth Advisors Group, LLC's T. Rowe Price Capital Appreciation Equity ETF Holding Summary
As of 2025-06-30, ARS Wealth Advisors Group, LLC held 319,889.00 shares of T. Rowe Price Capital Appreciation Equity ETF(TCAF), totaling $11.29 Mil. This investment constitutes 1.3% of their stock portfolio, and ARS Wealth Advisors Group, LLC now holds 0.25% of the outstanding T. Rowe Price Capital Appreciation Equity ETF(TCAF) stock.
The initial trade took place in 2024Q4. And since then ARS Wealth Advisors Group, LLC has made 3 purchases of TCAF, at an average price of $33.48, for a total of 319,889.00 shares. Based on historical transaction data and TCAF's current price of $35.95, ARS Wealth Advisors Group, LLC's estimated gain on his TCAF holdings is $790,442.86, reflecting a 7.38% gain to date.
ARS Wealth Advisors Group, LLC TCAF ($35.95) Holding Chart
ARS Wealth Advisors Group, 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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