Cherry Tree Wealth Management, LLC TROW Holdings History
Number of Shares
28,445.00
Current Holdings Value*
$2.61 Mil
% of Portfolio
0.63%
Total Estimate Gain
$2,697.44
% of Total Estimate Gain
0.09%
Cherry Tree Wealth Management, LLC's T. Rowe Price Group Inc Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 28,445.00 shares of T. Rowe Price Group Inc(TROW), totaling $2.61 Mil. This investment constitutes 0.63% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0.01% of the outstanding T. Rowe Price Group Inc(TROW) stock.
The initial trade took place in 2023Q2. And since then Cherry Tree Wealth Management, LLC has made 1 purchases of TROW, at an average price of $105.68, for a total of 28,445.00 shares. Based on historical transaction data and TROW's current price of $105.77, Cherry Tree Wealth Management, LLC's estimated gain on his TROW holdings is $2,697.44, reflecting a 0.09% gain to date.
Cherry Tree Wealth Management, LLC TROW ($105.77) Holding Chart
Cherry Tree Wealth Management, LLC TROW ($105.77) 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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