Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i TCW ETF Trust - TCW Transform Systems ETF inkluderer 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, og Signature Resources Capital Management, LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
