Legacy Capital Wealth Partners, LLC TCAF Holdings History
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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