Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in TCW ETF Trust - TCW Transform Systems ETF includono 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, e Signature Resources Capital Management, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
