Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / TRANSFORM SYSTEM
-
Number of holders
-
24
-
Total 13F shares, excl. options
-
1,493,952
-
Shares change
-
-250,000
-
Total reported value, excl. options
-
$84,781,322
-
Value change
-
-$12,620,805
-
Number of buys
-
15
-
Number of sells
-
-10
-
Price
-
$56.74
Significant Holders of TCW ETF TRUST - TRANSFORM SYSTEM (PWRD) as of Q4 2023
27 filings reported holding PWRD - TCW ETF TRUST - TRANSFORM SYSTEM as of Q4 2023.
TCW ETF TRUST - TRANSFORM SYSTEM (PWRD) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,493,952 shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (724,717 shares), Jordan Park Group LLC (379,877 shares), Signify Wealth (72,325 shares), David R. Rahn & Associates Inc. (43,112 shares), TFC Financial Management, Inc. (41,118 shares), ALBION FINANCIAL GROUP /UT (33,938 shares), Orion Porfolio Solutions, LLC (25,814 shares), Orion Portfolio Solutions, LLC (25,814 shares), Cyndeo Wealth Partners, LLC (21,949 shares), and 3EDGE Asset Management, LP (21,634 shares).
This table shows the top 24 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.