Towerpoint Wealth, LLC TAGG Holdings History
Towerpoint Wealth, LLC's T. Rowe Price QM U.S. Bond ETF Holding Summary
As of 2025-06-30, Towerpoint Wealth, LLC held 173,125.00 shares of T. Rowe Price QM U.S. Bond ETF(TAGG), totaling $7.39 Mil. This investment constitutes 3.27% of their stock portfolio, and Towerpoint Wealth, LLC now holds 0.56% of the outstanding T. Rowe Price QM U.S. Bond ETF(TAGG) stock.
The initial trade took place in 2025Q1. And since then Towerpoint Wealth, LLC has made 2 purchases of TAGG, at an average price of $42.35, for a total of 173,125.00 shares. Based on historical transaction data and TAGG's current price of $42.32, Towerpoint Wealth, LLC's estimated gain on his TAGG holdings is $-5,872.58, reflecting a -0.08% gain to date.
Towerpoint Wealth, LLC TAGG ($42.32) Holding Chart
Towerpoint Wealth, LLC TAGG ($42.32) 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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