Wingate Wealth Advisors, Inc. TCAF Holdings History
Wingate Wealth Advisors, Inc.'s T. Rowe Price Capital Appreciation Equity ETF Holding Summary
As of 2025-03-31, Wingate Wealth Advisors, Inc. held 91,487.00 shares of T. Rowe Price Capital Appreciation Equity ETF(TCAF), totaling $2.95 Mil. This investment constitutes 3.4% of their stock portfolio, and Wingate Wealth Advisors, Inc. now holds 0.09% of the outstanding T. Rowe Price Capital Appreciation Equity ETF(TCAF) stock.
The initial trade took place in 2024Q4. And since then Wingate Wealth Advisors, Inc. has made 1 purchases of TCAF, at an average price of $33.71, for a total of 91,487.00 shares. Based on historical transaction data and TCAF's current price of $35.39, Wingate Wealth Advisors, Inc.'s estimated gain on his TCAF holdings is $154,092.89, reflecting a 5.00% gain to date.
Wingate Wealth Advisors, Inc. TCAF ($35.39) Holding Chart
Wingate Wealth Advisors, Inc. TCAF ($35.39) 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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