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

Wingate Wealth Advisors, Inc.

  • $144 Billion
  • Q3 2025
Number of Shares
87,947
Previous 88,772 0.93%
Holding current value
$3.32 Billion
Previous $3.13 Billion 5.87%
% of portfolio
2.3%
Previous 2.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
N/A
-825 Reduced 0.93%
87,947 $3.32 Billion
Q2 2025

Jul 29, 2025
SELL
N/A
-2,715 Reduced 2.97%
88,772 $3.13 Billion
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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