Principia Wealth Advisory, LLC T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF Transaction History

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025
Number of Shares
790
Previous 780 1.28%
Holding current value
$27.8 Million
Previous $24.6 Million 13.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2025
BUY
N/A
10 Added 1.28%
790 $27.8 Million
Q1 2025

Apr 11, 2025
BUY
N/A
25 Added 3.31%
780 $24.6 Million
Q4 2024

Apr 11, 2025
BUY
N/A
755 New
755 $25.1 Million
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