Sar Wealth Management Group, LLC T ROWE PRICE ETF INC Transaction History

Sar Wealth Management Group, LLC

  • $149 Billion
  • Q1 2025
Number of Shares
52,910
Previous 46,242 14.42%
Holding current value
$1.71 Billion
Previous $1.54 Billion 11.02%
% of portfolio
1.14%
Previous 1.03%

Shares

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

Apr 11, 2025
BUY
N/A
6,668 Added 14.42%
52,910 $1.71 Billion
Q4 2024

Jan 15, 2025
BUY
N/A
2,883 Added 6.65%
46,242 $1.54 Billion
Q3 2024

Oct 17, 2024
BUY
N/A
4,176 Added 10.66%
43,359 $1.44 Billion
Q2 2024

Jul 15, 2024
BUY
N/A
3,112 Added 8.63%
39,183 $1.23 Billion
Q1 2024

Apr 15, 2024
BUY
N/A
2,265 Added 6.7%
36,071 $1.09 Billion
Q4 2023

Feb 12, 2024
BUY
N/A
33,806 New
33,806 $934 Million
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