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T. Rowe Price shares owned by Altium Wealth Management

Quarter-by-quarter ownership of T. Rowe Price (TROW) shares owned by Altium Wealth Management from 13F filings

Historical chart of Altium Wealth Management investment in T. Rowe Price

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in T. Rowe Price by Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $658k 5.8k 113.53
2022-03-31 $685k 4.5k 151.11

More positions owned by Altium Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Altium Wealth Management

Top funds holding T. Rowe Price

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Fayez Sarofim & Co
Geode Capital Management
Victory Capital Management
American Century Companies
Provident Trust
Invesco
Legal & General Group
Goldman Sachs Group
Northern Trust
Fisher Investments
Bank of New York Mellon

View all funds holding T. Rowe Price