Bank Plus Wealth Management LLC T Rowe Price Exchange Traded F Transaction History

Bank Plus Wealth Management LLC

  • $151 Billion
  • Q2 2025

A detailed history of Bank Plus Wealth Management LLC transactions in T Rowe Price Exchange Traded F stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 77,098 shares of TOTR stock, worth $3.13 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
77,098
Previous 67,977 13.42%
Holding current value
$3.13 Million
Previous $2.76 Billion 13.37%
% of portfolio
2.08%
Previous 2.03%

Shares

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

Jul 16, 2025
BUY
$39.59 - $40.88 $361,100 - $372,866
9,121 Added 13.42%
77,098 $3.13 Billion
Q1 2025

Apr 25, 2025
BUY
$39.62 - $40.92 $137,322 - $141,828
3,466 Added 5.37%
67,977 $2.76 Billion
Q4 2024

Jan 22, 2025
BUY
$39.83 - $41.73 $2.57 Million - $2.69 Million
64,511 New
64,511 $2.58 Billion

Others Institutions Holding TOTR

# of Institutions
14
Shares Held
11M
Call Options Held
0
Put Options Held
0
View Full List

About T ROWE PRICE EXCHANGE-TRADED F

TOTR Quotes by TradingView
  • Ticker TOTR
  • Sector ETFs
  • Industry ETFs
More about TOTR
Track This Portfolio

Track Bank Plus Wealth Management LLC Portfolio

Follow Bank Plus Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bank Plus Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bank Plus Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email