Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i TCW ETF Trust - TCW Transform 500 ETF inkluderar Gateway Wealth Partners, LLC, Premier Financial Group, SRS Capital Advisors, Inc., Stark Wealth Management LLC, Schneider Downs Wealth Management Advisors, LP, Raymond James Financial Inc, Atlantic Union Bankshares Corp, Twin Peaks Wealth Advisors, LLC, Plante Moran Financial Advisors, LLC, och Asset Dedication, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 975 | 16,77 | 71 | 29,63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14 615 | 38,05 | 1 063 | 53,61 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 520 777 | 15,15 | 111 | 27,91 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 977 | 0,25 | 144 | 11,72 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 23 329 | 35,33 | 1 697 | 50,49 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 102 247 | 9,30 | 7 437 | 21,60 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 10 233 | 24,81 | 744 | 38,81 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 3 480 | 253 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 74 782 | 1,14 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 335 | 17,96 | 24 | 33,33 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 22 | 2 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 75 405 | 4,45 | 4 931 | −0,70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 14 482 | 70,04 | 1 | |||||
| 2025-07-30 | 13F | Ethic Inc. | 278 514 | 41,39 | 20 167 | 55,86 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 5 724 | 0,30 | 416 | 11,53 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 2 308 | 123,00 | 168 | 135,21 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 136 885 | 81,53 | 9 957 | 101,95 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 6 | 0 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 996 | 0,30 | 0 | |||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 5 028 | 12,91 | 366 | 25,43 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 24 842 | 1,42 | 1 807 | 12,87 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 99 375 | 0,90 | 7 229 | 12,24 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 1 054 544 | 22,35 | 76 708 | 36,10 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 192 | 61,34 | 14 | 85,71 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 161 | 132,20 | 85 | 157,58 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 401 847 | 6,78 | 29 230 | 18,79 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 2 974 | 216 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 19 171 | 162,08 | 1 395 | 191,63 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 16 911 | 2,32 | 1 230 | 13,89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 115 594 | 643,70 | 8 408 | 727,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 22 700 | 1 651 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 417 | 176 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12 472 | 178,83 | 907 | 210,62 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 92 | 7 | ||||||
| 2025-08-14 | 13F | Premier Financial Group | 8 050 | 608 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9 409 | 1 613,84 | 684 | 1 854,29 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8 417 | 12,11 | 612 | 24,90 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 311 | 0,32 | 20 | −4,76 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 21 652 | 0,18 | 1 575 | 11,39 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 016 587 | 20,46 | 73 947 | 34,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 312 | 23 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 185 099 | 1,29 | 13 464 | 12,68 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 33 955 | 2 470 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 926 | 0,61 | 358 | 11,88 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 43 258 | 4,75 | 3 147 | 16,52 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 197 | 87 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5 340 | 388 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8 941 | 0,56 | 650 | 11,88 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 8 417 | 12,11 | 612 | 24,90 | ||||
| 2025-08-08 | 13F | Creative Planning | 12 515 | 2,16 | 910 | 13,61 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4 589 | 0,31 | 300 | −4,46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5 094 | 21,08 | 371 | 34,55 |
