Perigon Wealth Management, LLC TSPA Holdings History
Perigon Wealth Management, LLC's T. Rowe Price U.S. Equity Research ETF Holding Summary
As of 2025-06-30, Perigon Wealth Management, LLC held 87,446.00 shares of T. Rowe Price U.S. Equity Research ETF(TSPA), totaling $3.40 Mil. This investment constitutes 0.08% of their stock portfolio, and Perigon Wealth Management, LLC now holds 0.21% of the outstanding T. Rowe Price U.S. Equity Research ETF(TSPA) stock.
The initial trade took place in 2025Q1. And since then Perigon Wealth Management, LLC has made 1 purchases of TSPA, at an average price of $37.03, for a total of 241,131.00 shares. In addition, there have been 1 sales at an average price of $35.96 for 153,685.00 shares. Based on historical transaction data and TSPA's current price of $39.81, Perigon Wealth Management, LLC's estimated gain on his TSPA holdings is $78,648.19, reflecting a 0.88% gain to date.
Perigon Wealth Management, LLC TSPA ($39.81) Holding Chart
Perigon Wealth Management, LLC TSPA ($39.81) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
