Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / TRANSFORM SYSTEM
-
Total 13F shares
-
1,968,753
-
Share change
-
-273,885
-
Total reported value
-
$134,698,128
-
Price per share
-
$68.42
-
Number of holders
-
28
-
Value change
-
-$14,308,049
-
Number of buys
-
18
-
Number of sells
-
7
Institutional Holders of TCW ETF TRUST - TRANSFORM SYSTEM (PWRD) as of Q1 2024
As of 31 Mar 2024,
TCW ETF TRUST - TRANSFORM SYSTEM (PWRD) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,968,753 shares.
The largest 10 holders included
Dynasty Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, Signify Wealth, 3EDGE Asset Management, LP, AVALON CAPITAL MANAGEMENT, JPMORGAN CHASE & CO, Cyndeo Wealth Partners, LLC, ALBION FINANCIAL GROUP /UT, TFC Financial Management, Inc., and Orion Portfolio Solutions, LLC.
This page lists
29
institutional shareholders reporting positions in this security
for the Q1 2024 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.