Number of Shares
319,889.00
Current Holdings Value*
$11.29 Mil
% of Portfolio
1.3%
Total Estimate Gain
$790,442.86
% of Total Estimate Gain
7.38%

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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