A detailed history of Towerpoint Wealth, LLC transactions in T Rowe Price Exchange Traded F stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 267,214 shares of TAGG stock, worth $11.5 Million. This represents 4.84% of its overall portfolio holdings.

Number of Shares
267,214
Previous 173,125 54.35%
Holding current value
$11.5 Million
Previous $7.36 Million 57.31%
% of portfolio
4.84%
Previous 3.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025

BUY
$42.21 - $43.44 $3.97 Million - $4.09 Million
94,089 Added 54.35%
267,214 $11.6 Million
Q2 2025

Jul 09, 2025

BUY
$41.84 - $43.57 $5.72 Million - $5.95 Million
136,632 Added 374.41%
173,125 $7.36 Million
Q1 2025

Apr 09, 2025

BUY
$41.42 - $42.9 $1.51 Million - $1.57 Million
36,493 New
36,493 $1.56 Million

Others Institutions Holding TAGG

About T ROWE PRICE EXCHANGE-TRADED F


  • Ticker TAGG
  • Sector ETFs
  • Industry ETFs
More about TAGG
Track This Portfolio

Track Towerpoint Wealth, LLC Portfolio

Follow Towerpoint Wealth, 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 Towerpoint Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Towerpoint Wealth, LLC with notifications on news.