Annapolis Financial Services’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Annapolis Financial Services’s Portfolio TCAF Stock Details TCAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$82.3K	Hold	2,475	–	–	0.02%	126
2024 Q2	$77.8K	Buy	+2,475	New	+$75K	0.03%	128

Other funds holding TCAF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Annapolis Financial Services's TCAF Position: Q3 2024 in Review

Annapolis Financial Services held its T. Rowe Price Capital Appreciation Equity ETF (TCAF) position steady in Q3 2024 at 2,475 shares worth $82.3K. The position accounts for 0.02% of the portfolio, ranked #126.

Annapolis Financial Services first reported a position in TCAF in Q2 2024 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold TCAF as of Q3 2024.

Annapolis Financial Services held 2,475 shares of T. Rowe Price Capital Appreciation Equity ETF worth $82.3K as of Q3 2024.
Annapolis Financial Services left its T. Rowe Price Capital Appreciation Equity ETF share count unchanged in Q3 2024.
T. Rowe Price Capital Appreciation Equity ETF made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #126 holding.
Annapolis Financial Services first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q2 2024 and has held it in 2 quarters since.
213 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.