Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / TRANSFORM SYSTEM
-
Total 13F shares
-
9,797,486
-
Share change
-
+1,573,650
-
Total reported value
-
$604,576,704
-
Price per share
-
$69.75
-
Number of holders
-
52
-
Value change
-
+$80,909,393
-
Number of buys
-
30
-
Number of sells
-
19
Institutional Holders of TCW ETF TRUST - TRANSFORM SYSTEM (PWRD) as of Q1 2025
As of 31 Mar 2025,
TCW ETF TRUST - TRANSFORM SYSTEM (PWRD) was held by
52 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,797,486 shares.
The largest 10 holders included
Dynasty Wealth Management, LLC, JPMORGAN CHASE & CO, SAGESPRING WEALTH PARTNERS, LLC, ASPIRIANT, LLC, UNIQUE WEALTH, LLC, Procyon Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Centerline Wealth Advisors, LLC, ALBION FINANCIAL GROUP /UT, and AVALON CAPITAL MANAGEMENT.
This page lists
52
institutional shareholders reporting positions in this security
for the Q1 2025 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.