Number of Shares
226,539.00
Current Holdings Value*
$8.63 Mil
% of Portfolio
5.67%
Total Estimate Gain
$2.71 Mil
% of Total Estimate Gain
34.94%

National Wealth Management Group, LLC's T. Rowe Price Blue Chip Growth ETF Holding Summary

As of 2025-03-31, National Wealth Management Group, LLC held 226,539.00 shares of T. Rowe Price Blue Chip Growth ETF(TCHP), totaling $8.63 Mil. This investment constitutes 5.67% of their stock portfolio, and National Wealth Management Group, LLC now holds 0.93% of the outstanding T. Rowe Price Blue Chip Growth ETF(TCHP) stock.

The initial trade took place in 2024Q1. And since then National Wealth Management Group, LLC has made 5 purchases of TCHP, at an average price of $34.25, for a total of 226,539.00 shares. Based on historical transaction data and TCHP's current price of $46.22, National Wealth Management Group, LLC's estimated gain on his TCHP holdings is $2.71 Mil, reflecting a 34.94% gain to date.

National Wealth Management Group, LLC TCHP ($46.22) Holding Chart

National Wealth Management Group, LLC TCHP ($46.22) 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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