Wingate Wealth Advisors, Inc. T ROWE PRICE ETF INC Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025
Number of Shares
91,487
Previous 84,939 7.71%
Holding current value
$2.95 Billion
Previous $2.83 Billion 4.5%
% of portfolio
3.4%
Previous 2.78%

Shares

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

Apr 23, 2025
BUY
N/A
6,548 Added 7.71%
91,487 $2.95 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
84,939 New
84,939 $2.83 Billion
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