Cwm, LLC T Rowe Price Exchange Traded F Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 28, 2023	SELL	$48.46 - $48.8 $33,485 - $33,720	-691 Reduced 26.98%	1,870 $91,000
Q4 2022 Feb 01, 2023	BUY	$48.31 - $48.77 $123,721 - $124,899	2,561 New	2,561 $124,000

Others Institutions Holding TBUX

# of Institutions

71

Shares Held

5.63M

Call Options Held

0

Put Options Held

0

Ars Wealth Advisors Group, LLC St. Petersburg, FL

1.3M
Shares

$65.2 Million
6.62% of portfolio
Raymond James Financial Inc St. Petersburg, FL

920K
Shares

$46 Million
0.02% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

294K
Shares

$14.7 Million
2.06% of portfolio
Price T Rowe Associates Inc Baltimore, MD

275K
Shares

$13.7 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

261K
Shares

$13.1 Million
0.01% of portfolio

About T ROWE PRICE EXCHANGE-TRADED F

Ticker TBUX
Sector ETFs
Industry ETFs

More about TBUX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cwm, LLC with notifications on news.