WNY Asset Management, LLC TDVG Holdings History
WNY Asset Management, LLC's T. Rowe Price Dividend Growth ETF Holding Summary
As of 2025-03-31, WNY Asset Management, LLC held 7,505.00 shares of T. Rowe Price Dividend Growth ETF(TDVG), totaling $303,200.00. This investment constitutes 0.04% of their stock portfolio, and WNY Asset Management, LLC now holds 0.04% of the outstanding T. Rowe Price Dividend Growth ETF(TDVG) stock.
The initial trade took place in 2023Q3. And since then WNY Asset Management, LLC has made 5 purchases of TDVG, at an average price of $37.38, for a total of 1.63 Mil shares. In addition, there have been 2 sales at an average price of $40.79 for 1.63 Mil shares. Based on historical transaction data and TDVG's current price of $42.65, WNY Asset Management, LLC's estimated gain on his TDVG holdings is $5.59 Mil, reflecting a 9.16% gain to date.
WNY Asset Management, LLC TDVG ($42.65) Holding Chart
WNY Asset Management, LLC TDVG ($42.65) 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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