Yarger Wealth Strategies, LLC T Rowe Price Exchange Traded F Transaction History
Yarger Wealth Strategies, LLC
- $134 Million
- Q1 2024
A detailed history of Yarger Wealth Strategies, LLC transactions in T Rowe Price Exchange Traded F stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 239,520 shares of TDVG stock, worth $9.25 Million. This represents 6.81% of its overall portfolio holdings.
Number of Shares
239,520
Previous 112,748
112.44%
Holding current value
$9.25 Million
Previous $3.98 Million
128.9%
% of portfolio
6.81%
Previous 3.52%
Shares
4 transactions
Others Institutions Holding TDVG
# of Institutions
88Shares Held
6.34MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC770KShares$29.8 Million0.0% of portfolio
-
Sequoia Financial Advisors, LLC707KShares$27.3 Million0.34% of portfolio
-
Affinia Financial Group, LLC Burlington, MA633KShares$24.4 Million14.84% of portfolio
-
Envestnet Asset Management Inc429KShares$16.6 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC382KShares$14.7 Million0.02% of portfolio