Carson Advisory Inc. TCAF Holdings History
Carson Advisory Inc.'s T. Rowe Price Capital Appreciation Equity ETF Holding Summary
As of 2025-03-31, Carson Advisory Inc. held 160,123.00 shares of T. Rowe Price Capital Appreciation Equity ETF(TCAF), totaling $5.17 Mil. This investment constitutes 3.48% of their stock portfolio, and Carson Advisory Inc. now holds 0.16% of the outstanding T. Rowe Price Capital Appreciation Equity ETF(TCAF) stock.
The initial trade took place in 2023Q3. And since then Carson Advisory Inc. has made 7 purchases of TCAF, at an average price of $28.67, for a total of 160,123.00 shares. Based on historical transaction data and TCAF's current price of $35.91, Carson Advisory Inc.'s estimated gain on his TCAF holdings is $1.16 Mil, reflecting a 25.26% gain to date.
Carson Advisory Inc. TCAF ($35.91) Holding Chart
Carson Advisory Inc. TCAF ($35.91) 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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