A detailed history of Allen Wealth Management, LLC transactions in Price T Rowe Group Inc stock. As of the latest transaction made, Allen Wealth Management, LLC holds 2,957 shares of TROW stock, worth $346,175. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,957
Previous 3,119 5.19%
Holding current value
$346,175
Previous $360 Million 10.44%
% of portfolio
0.22%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$101.71 - $120.75 $16,477 - $19,561
-162 Reduced 5.19%
2,957 $322 Million
Q2 2024

Jul 19, 2024

SELL
$108.72 - $120.3 $13,046 - $14,436
-120 Reduced 3.7%
3,119 $360 Million
Q1 2024

May 01, 2024

SELL
$104.74 - $121.92 $62,844 - $73,152
-600 Reduced 15.63%
3,239 $395 Million
Q4 2023

Feb 14, 2024

BUY
$88.39 - $109.01 $339,329 - $418,489
3,839 New
3,839 $413 Million

Others Institutions Holding TROW

About PRICE T ROWE GROUP INC


  • Ticker TROW
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 225,692,000
  • Market Cap $26.4B
  • Description
  • T. Rowe Price Group, Inc. is a publicly owned investment manager. The firm provides its services to individuals, institutional investors, retirement plans, financial intermediaries, and institutions. It launches and manages equity and fixed income mutual funds. The firm invests in the public equity and fixed income markets across the globe. It e...
More about TROW
Track This Portfolio

Track Allen Wealth Management, LLC Portfolio

Follow Allen Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Wealth Management, LLC with notifications on news.