Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans TCW ETF Trust - TCW Transform Systems ETF comprennent Vestmark Advisory Solutions, Inc., WCG Wealth Advisors LLC, WJ Wealth Management, LLC, Partners Capital Investment Group, Llp, Venture Visionary Partners LLC, Tsfg, Llc, Flow Traders U.s. Llc, Financial Insights, Inc., KPP Advisory Services LLC, rebel Financial LLC, Atlantic Union Bankshares Corp, Commonwealth Equity Services, Llc, Comerica Bank, Private Trust Co Na, Principal Securities, Inc., Tidemark, LLC, Jones Financial Companies Lllp, et Signature Resources Capital Management, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 119 948 | 262,62 | 10 816 | 368,79 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 141 515 | 2,11 | 12 760 | 32,01 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 60 235 | 5 431 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 61 | 0 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 340 | 31 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 83 700 | 7 547 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 158 689 | 14 309 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 10 581 | 1,94 | 954 | 31,95 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 53 193 | 2,75 | 4 796 | 32,85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 24 715 | 68,76 | 2 229 | 118,22 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 9 398 | 67,52 | 847 | 116,62 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 15 317 | 15,32 | 1 381 | 49,14 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 15 242 | 127,56 | 1 374 | 194,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 059 | 457,19 | 276 | 623,68 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 238 | 1 643,66 | 112 | 2 675,00 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 10 331 | 38,58 | 932 | 79,38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 397 | 0 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 625 613 | 56 412 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 275 | 25 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 15 601 | 12,30 | 1 407 | 45,25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 770 | 69 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 155 755 | 24,13 | 14 044 | 60,48 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 67 705 | 6 105 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 73 791 | 12,89 | 6 654 | 45,96 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 000 | 271 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 140 | 13 | ||||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 8 079 | 728 | ||||||
| 2025-08-07 | 13F | Financially Speaking Inc | 587 | 53 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 6 630 | 598 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 46 331 | 4 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 236 | 21 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 220 | 19,49 | 110 | 54,93 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 7 689 | 693 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 524 | 31,52 | 769 | 69,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 009 | 1,00 | 91 | 30,43 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 6 177 | 557 | ||||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 69 459 | 0,71 | 6 263 | 30,21 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2 244 387 | 3,82 | 202 376 | 34,22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 449 738 | 4,35 | 220 893 | 34,91 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16 772 | 2 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 126 | 11 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 8 872 | 39,45 | 800 | 80,36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7 027 | 634 | ||||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 12 290 | 58,29 | 1 108 | 104,81 |
