Forvis Mazars Wealth Advisors, LLC TSPA Holdings History
Forvis Mazars Wealth Advisors, LLC's T. Rowe Price U.S. Equity Research ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 948,805.00 shares of T. Rowe Price U.S. Equity Research ETF(TSPA), totaling $33.36 Mil. This investment constitutes 0.8% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 2.95% of the outstanding T. Rowe Price U.S. Equity Research ETF(TSPA) stock.
The initial trade took place in 2024Q1. And since then Forvis Mazars Wealth Advisors, LLC has made 5 purchases of TSPA, at an average price of $35.87, for a total of 948,805.00 shares. Based on historical transaction data and TSPA's current price of $38.68, Forvis Mazars Wealth Advisors, LLC's estimated gain on his TSPA holdings is $2.66 Mil, reflecting a 7.82% gain to date.
Forvis Mazars Wealth Advisors, LLC TSPA ($38.68) Holding Chart
Forvis Mazars Wealth Advisors, LLC TSPA ($38.68) 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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