Fortis Group Advisors, LLC TCAF Holdings History
Fortis Group Advisors, LLC's T. Rowe Price Capital Appreciation Equity ETF Holding Summary
As of 2025-03-31, Fortis Group Advisors, LLC held 341,670.00 shares of T. Rowe Price Capital Appreciation Equity ETF(TCAF), totaling $11.03 Mil. This investment constitutes 2.14% of their stock portfolio, and Fortis Group Advisors, LLC now holds 0.35% of the outstanding T. Rowe Price Capital Appreciation Equity ETF(TCAF) stock.
The initial trade took place in 2024Q1. And since then Fortis Group Advisors, LLC has made 3 purchases of TCAF, at an average price of $30.15, for a total of 655,093.00 shares. In addition, there have been 2 sales at an average price of $33.69 for 313,423.00 shares. Based on historical transaction data and TCAF's current price of $36.56, Fortis Group Advisors, LLC's estimated gain on his TCAF holdings is $3.30 Mil, reflecting a 16.71% gain to date.
Fortis Group Advisors, LLC TCAF ($36.56) Holding Chart
Fortis Group Advisors, LLC TCAF ($36.56) 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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