Number of Shares
49,660.00
Current Holdings Value*
$1.60 Mil
% of Portfolio
0.39%
Total Estimate Gain
$133,836.96
% of Total Estimate Gain
7.06%

Legacy Capital Wealth Partners, LLC's T. Rowe Price Capital Appreciation Equity ETF Holding Summary

As of 2025-03-31, Legacy Capital Wealth Partners, LLC held 49,660.00 shares of T. Rowe Price Capital Appreciation Equity ETF(TCAF), totaling $1.60 Mil. This investment constitutes 0.39% of their stock portfolio, and Legacy Capital Wealth Partners, LLC now holds 0.05% of the outstanding T. Rowe Price Capital Appreciation Equity ETF(TCAF) stock.

The initial trade took place in 2024Q2. And since then Legacy Capital Wealth Partners, LLC has made 2 purchases of TCAF, at an average price of $33.09, for a total of 57,313.00 shares. In addition, there have been 1 sales at an average price of $32.04 for 7,653.00 shares. Based on historical transaction data and TCAF's current price of $35.95, Legacy Capital Wealth Partners, LLC's estimated gain on his TCAF holdings is $133,836.96, reflecting a 7.06% gain to date.

Legacy Capital Wealth Partners, LLC TCAF ($35.95) Holding Chart

Legacy Capital Wealth Partners, LLC TCAF ($35.95) 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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