Number of Shares
866,761.00
Current Holdings Value*
$30.48 Mil
% of Portfolio
13.55%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
6.31%

Alpha Financial Advisors, LLC's T. Rowe Price U.S. Equity Research ETF Holding Summary

As of 2025-03-31, Alpha Financial Advisors, LLC held 866,761.00 shares of T. Rowe Price U.S. Equity Research ETF(TSPA), totaling $30.48 Mil. This investment constitutes 13.55% of their stock portfolio, and Alpha Financial Advisors, LLC now holds 2.69% of the outstanding T. Rowe Price U.S. Equity Research ETF(TSPA) stock.

The initial trade took place in 2024Q4. And since then Alpha Financial Advisors, LLC has made 2 purchases of TSPA, at an average price of $37.03, for a total of 866,761.00 shares. Based on historical transaction data and TSPA's current price of $39.37, Alpha Financial Advisors, LLC's estimated gain on his TSPA holdings is $2.02 Mil, reflecting a 6.31% gain to date.

Alpha Financial Advisors, LLC TSPA ($39.37) Holding Chart

Alpha Financial Advisors, LLC TSPA ($39.37) 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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