Number of Shares
101,103.00
Current Holdings Value*
$2.50 Mil
% of Portfolio
1.08%
Total Estimate Gain
$-50,163.90
% of Total Estimate Gain
-1.98%

SK Wealth Management, LLC's T. Rowe Price Capital Appreciation Premium Income ETF Holding Summary

As of 2025-06-30, SK Wealth Management, LLC held 101,103.00 shares of T. Rowe Price Capital Appreciation Premium Income ETF(TCAL), totaling $2.50 Mil. This investment constitutes 1.08% of their stock portfolio, and SK Wealth Management, LLC now holds 3.31% of the outstanding T. Rowe Price Capital Appreciation Premium Income ETF(TCAL) stock.

The initial trade took place in 2025Q1. And since then SK Wealth Management, LLC has made 2 purchases of TCAL, at an average price of $25.12, for a total of 101,103.00 shares. Based on historical transaction data and TCAL's current price of $24.62, SK Wealth Management, LLC's estimated gain on his TCAL holdings is $-50,163.90, reflecting a -1.98% gain to date.

SK Wealth Management, LLC TCAL ($24.62) Holding Chart

SK Wealth Management, LLC TCAL ($24.62) 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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