Wingate Wealth Advisors, Inc. T ROWE PRICE ETF INC Transaction History

Wingate Wealth Advisors, Inc.

  • $112 Billion
  • Q2 2025
Number of Shares
88,772
Previous 91,487 2.97%
Holding current value
$3.13 Billion
Previous $2.95 Billion 6.05%
% of portfolio
2.79%
Previous 3.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
N/A
-2,715 Reduced 2.97%
88,772 $3.13 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
6,548 Added 7.71%
91,487 $2.95 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
84,939 New
84,939 $2.83 Billion
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