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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

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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
2025-09-30 $1.7M 42k 40.42
2025-06-30 $1.1M 33k 34.30
2025-03-31 $1.0M 26k 37.87
2024-12-31 $379k 11k 35.88

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

Top funds holding T Rowe Price Etf

Mason Investment Advisory Services
LPL Financial
Resources Investment Advisors
Private Advisor
Flagship Wealth Advisors
Advisor Group Holdings
Goldman Sachs Group
Cambridge Investment Research Advisors
KWB Wealth
Envestnet Asset Management
Cetera Investment Advisers
Ameriprise Financial
Raymond James Financial
Jones Financial Companies, L.L
Susquehanna International

View all funds holding T Rowe Price Etf