DHK Financial Advisors, Inc. TSPA Holdings History
Number of Shares
78,598.00
Current Holdings Value*
$2.76 Mil
% of Portfolio
1.52%
Total Estimate Gain
$220,467.39
% of Total Estimate Gain
7.56%
DHK Financial Advisors, Inc.'s T. Rowe Price U.S. Equity Research ETF Holding Summary
As of 2025-03-31, DHK Financial Advisors, Inc. held 78,598.00 shares of T. Rowe Price U.S. Equity Research ETF(TSPA), totaling $2.76 Mil. This investment constitutes 1.52% of their stock portfolio, and DHK Financial Advisors, Inc. now holds 0.24% of the outstanding T. Rowe Price U.S. Equity Research ETF(TSPA) stock.
The initial trade took place in 2024Q4. And since then DHK Financial Advisors, Inc. has made 2 purchases of TSPA, at an average price of $37.09, for a total of 78,598.00 shares. Based on historical transaction data and TSPA's current price of $39.89, DHK Financial Advisors, Inc.'s estimated gain on his TSPA holdings is $220,467.39, reflecting a 7.56% gain to date.
DHK Financial Advisors, Inc. TSPA ($39.89) Holding Chart
DHK Financial Advisors, Inc. TSPA ($39.89) 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 % |
Top Ranked Articles
- 1