Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di TCW ETF Trust - TCW Transform Systems ETF meliputi 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 kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi 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 |
