National Wealth Management Group, LLC TCAF Holdings History
National Wealth Management Group, LLC's T. Rowe Price Capital Appreciation Equity ETF Holding Summary
As of 2025-03-31, National Wealth Management Group, LLC held 317,222.00 shares of T. Rowe Price Capital Appreciation Equity ETF(TCAF), totaling $10.24 Mil. This investment constitutes 6.73% of their stock portfolio, and National Wealth Management Group, LLC now holds 0.32% of the outstanding T. Rowe Price Capital Appreciation Equity ETF(TCAF) stock.
The initial trade took place in 2023Q2. And since then National Wealth Management Group, LLC has made 8 purchases of TCAF, at an average price of $30.10, for a total of 317,222.00 shares. Based on historical transaction data and TCAF's current price of $36.07, National Wealth Management Group, LLC's estimated gain on his TCAF holdings is $1.89 Mil, reflecting a 19.85% gain to date.
National Wealth Management Group, LLC TCAF ($36.07) Holding Chart
National Wealth Management Group, LLC TCAF ($36.07) 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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