Beacon Financial Advisory LLC TCAF Holdings History
Beacon Financial Advisory LLC's T. Rowe Price Capital Appreciation Equity ETF Holding Summary
As of 2025-06-30, Beacon Financial Advisory LLC held 205,303.00 shares of T. Rowe Price Capital Appreciation Equity ETF(TCAF), totaling $7.24 Mil. This investment constitutes 1.87% of their stock portfolio, and Beacon Financial Advisory LLC now holds 0.16% of the outstanding T. Rowe Price Capital Appreciation Equity ETF(TCAF) stock.
The initial trade took place in 2024Q1. And since then Beacon Financial Advisory LLC has made 6 purchases of TCAF, at an average price of $31.15, for a total of 205,303.00 shares. Based on historical transaction data and TCAF's current price of $36.24, Beacon Financial Advisory LLC's estimated gain on his TCAF holdings is $1.05 Mil, reflecting a 16.36% gain to date.
Beacon Financial Advisory LLC TCAF ($36.24) Holding Chart
Beacon Financial Advisory LLC TCAF ($36.24) 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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