Number of Shares
120,888.00
Current Holdings Value*
$4.25 Mil
% of Portfolio
3.12%
Total Estimate Gain
$878,071.75
% of Total Estimate Gain
22.54%

Future Financial Wealth Managment LLC's T. Rowe Price U.S. Equity Research ETF Holding Summary

As of 2025-03-31, Future Financial Wealth Managment LLC held 120,888.00 shares of T. Rowe Price U.S. Equity Research ETF(TSPA), totaling $4.25 Mil. This investment constitutes 3.12% of their stock portfolio, and Future Financial Wealth Managment LLC now holds 0.38% of the outstanding T. Rowe Price U.S. Equity Research ETF(TSPA) stock.

The initial trade took place in 2024Q1. And since then Future Financial Wealth Managment LLC has made 4 purchases of TSPA, at an average price of $31.65, for a total of 123,091.00 shares. In addition, there have been 1 sales at an average price of $32.88 for 2,203.00 shares. Based on historical transaction data and TSPA's current price of $38.89, Future Financial Wealth Managment LLC's estimated gain on his TSPA holdings is $878,071.75, reflecting a 22.54% gain to date.

Future Financial Wealth Managment LLC TSPA ($38.89) Holding Chart

Future Financial Wealth Managment LLC TSPA ($38.89) 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