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Annapolis Financial Services’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Annapolis Financial Services’s Portfolio TMSL Stock Details TMSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$38.5K Hold
1,185
– – 0.01% 173
2024
Q2 		$35.8K Buy
+1,185
New +$35.9K 0.01% 172

Other funds holding TMSL

WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SC
Stephens Consulting Flint, Michigan $309M AUM 14.46% 1-Year Est. Return

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

Annapolis Financial Services held its T. Rowe Price Small-Mid Cap ETF (TMSL) position steady in Q3 2024 at 1,185 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #173.

Annapolis Financial Services first reported a position in TMSL in Q2 2024 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold TMSL as of Q3 2024.

  • Annapolis Financial Services held 1,185 shares of T. Rowe Price Small-Mid Cap ETF worth $38.5K as of Q3 2024.
  • Annapolis Financial Services left its T. Rowe Price Small-Mid Cap ETF share count unchanged in Q3 2024.
  • T. Rowe Price Small-Mid Cap ETF made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #173 holding.
  • Annapolis Financial Services first reported a position in T. Rowe Price Small-Mid Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q3 2024.

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