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T Rowe Price Etf shares owned by KWB Wealth

Quarter-by-quarter ownership of T Rowe Price Etf (TGRT) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in T Rowe Price Etf

Dec 292024Jan 122025Jan 26Feb 9Feb 23Mar 9Mar 230.4M0.6M0.8M1M10k15k20k25k
Value ($)Share countHistorical TGRT position of KWB Wealth Source: stockzoa.comValue ($)Share count

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All positions including T Rowe Price Etf held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in T Rowe Price Etf by KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.0M 26k 37.87
2024-12-31 $379k 11k 35.88

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Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Exc Total Return (GTO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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Blackrock Etf Trust Ishares Us Equit (DYNF)
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Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)

View all positions for KWB Wealth

Top funds holding T Rowe Price Etf

Mason Investment Advisory Services
LPL Financial
Private Advisor
Resources Investment Advisors
KWB Wealth
Advisor Group Holdings
DHK Financial Advisors
Commonwealth Equity Services
Cambridge Investment Research Advisors
Seamount Financial Group
Jane Street
T. Rowe Price Associates
CWM
Geneos Wealth Management
Comprehensive Financial Planning

View all funds holding T Rowe Price Etf