FLAGSHIP WEALTH ADVISORS, LLC TGRT Holdings History
Number of Shares
100,781.00
Current Holdings Value*
$3.46 Mil
% of Portfolio
1.46%
Total Estimate Gain
$359,788.17
% of Total Estimate Gain
9.54%
FLAGSHIP WEALTH ADVISORS, LLC's T. Rowe Price Growth ETF Holding Summary
As of 2025-03-31, FLAGSHIP WEALTH ADVISORS, LLC held 100,781.00 shares of T. Rowe Price Growth ETF(TGRT), totaling $3.46 Mil. This investment constitutes 1.46% of their stock portfolio, and FLAGSHIP WEALTH ADVISORS, LLC now holds 0.89% of the outstanding T. Rowe Price Growth ETF(TGRT) stock.
The initial trade took place in 2025Q1. And since then FLAGSHIP WEALTH ADVISORS, LLC has made 1 purchases of TGRT, at an average price of $37.41, for a total of 100,781.00 shares. Based on historical transaction data and TGRT's current price of $40.98, FLAGSHIP WEALTH ADVISORS, LLC's estimated gain on his TGRT holdings is $359,788.17, reflecting a 9.54% gain to date.
FLAGSHIP WEALTH ADVISORS, LLC TGRT ($40.98) Holding Chart
FLAGSHIP WEALTH ADVISORS, LLC TGRT ($40.98) 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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