Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam TCW ETF Trust - TCW Transform Systems ETF termasuk 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, dan Signature Resources Capital Management, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
