Landmark Wealth Management, LLC TOTR Holdings History
Landmark Wealth Management, LLC's T. Rowe Price Total Return ETF Holding Summary
As of 2025-03-31, Landmark Wealth Management, LLC held 165,237.00 shares of T. Rowe Price Total Return ETF(TOTR), totaling $6.71 Mil. This investment constitutes 2.96% of their stock portfolio, and Landmark Wealth Management, LLC now holds 4.98% of the outstanding T. Rowe Price Total Return ETF(TOTR) stock.
The initial trade took place in 2022Q1. And since then Landmark Wealth Management, LLC has made 12 purchases of TOTR, at an average price of $42.13, for a total of 168,594.00 shares. In addition, there have been 1 sales at an average price of $40.35 for 3,357.00 shares. Based on historical transaction data and TOTR's current price of $40.42, Landmark Wealth Management, LLC's estimated gain on his TOTR holdings is $-288,590.01, reflecting a -4.06% gain to date.
Landmark Wealth Management, LLC TOTR ($40.42) Holding Chart
Landmark Wealth Management, LLC TOTR ($40.42) 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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