Northwest Financial Advisors T ROWE PRICE ETF INC Transaction History

Northwest Financial Advisors

  • $121 Billion
  • Q1 2025
Number of Shares
16,811
Previous 18,636 9.79%
Holding current value
$543 Million
Previous $620 Million 12.48%
% of portfolio
0.45%
Previous 0.51%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
N/A
-1,825 Reduced 9.79%
16,811 $543 Million
Q4 2024

Jan 22, 2025
BUY
N/A
20 Added 0.11%
18,636 $620 Million
Q3 2024

Nov 13, 2024
SELL
N/A
-284 Reduced 1.5%
18,616 $619 Million
Q2 2024

Jan 27, 2025
SELL
N/A
-1,915 Reduced 9.2%
18,900 $594 Million
Q2 2024

Aug 12, 2024
SELL
N/A
-1,915 Reduced 9.2%
18,900 $594 Million
Q1 2024

Jan 27, 2025
BUY
N/A
2,179 Added 11.69%
20,815 $629 Million
Q1 2024

May 09, 2024
BUY
N/A
2,275 Added 12.27%
20,815 $629 Million
Q4 2023

Feb 07, 2024
BUY
N/A
18,540 New
18,540 $512 Million
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