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ICA Group Wealth Management’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

ICA Group Wealth Management’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
Q2 		$24.2K Buy
+800
New +$24.2K 0.01% 332

Other funds holding TMSL

CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
SC
Stephens Consulting Flint, Michigan $309M AUM 14.46% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

ICA Group Wealth Management's TMSL Position: Q2 2024 in Review

ICA Group Wealth Management opened a new position in T. Rowe Price Small-Mid Cap ETF (TMSL) in Q2 2024: 800 shares worth $24.2K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings.

22 funds tracked by Wall St. Rank hold TMSL as of Q2 2024.

  • ICA Group Wealth Management held 800 shares of T. Rowe Price Small-Mid Cap ETF worth $24.2K as of Q2 2024.
  • T. Rowe Price Small-Mid Cap ETF was a new ICA Group Wealth Management position in Q2 2024.
  • T. Rowe Price Small-Mid Cap ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #332 holding.
  • 22 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.