Ownership history in Advisor OS, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in T ROWE PRICE ETF INC (TCHP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 189,714 | -2,669 | -1.4% | 0.76% | $9.5M | $49.86 |
| 2025 Q3 | ADDED | 192,383 | +10,459 | +5.7% | 0.81% | $9.4M | $48.88 |
| 2025 Q2 | REDUCED | 181,924 | -44,260 | -19.6% | 0.81% | $8.3M | $45.35 |
| 2025 Q1 | REDUCED | 226,184 | -33,948 | -13.1% | 0.98% | $8.6M | $38.09 |
As of 2025 Q4 — sorted by position size