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Heritage Wealth Management (Ohio)’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio TMSL Stock Details TMSL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$785K Buy
23,945
+9,074
+61% +$298K 0.25% 99
2025
Q1 		$453K Buy
14,871
+5,427
+57% +$165K 0.15% 144
2024
Q4 		$305K Buy
+9,444
New +$305K 0.1% 184