Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / TRANSFORM SYSTEM
-
Total 13F shares
-
1,468,138
-
Share change
-
-251,734
-
Total reported value
-
$83,328,012
-
Price per share
-
$56.74
-
Number of holders
-
23
-
Value change
-
-$12,718,427
-
Number of buys
-
14
-
Number of sells
-
10
Institutional Holders of TCW ETF TRUST - TRANSFORM SYSTEM (PWRD) as of Q4 2023
As of 31 Dec 2023,
TCW ETF TRUST - TRANSFORM SYSTEM (PWRD) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,468,138 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, Jordan Park Group LLC, Signify Wealth, David R. Rahn & Associates Inc., TFC Financial Management, Inc., ALBION FINANCIAL GROUP /UT, Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, Cyndeo Wealth Partners, LLC, and 3EDGE Asset Management, LP.
This page lists
24
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.