American Portfolios Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

American Portfolios Advisors’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$71.7K	Buy	+1,724	New	+$79.6K	﹤0.01%	1522

Other funds holding VOTE

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Portfolios Advisors's VOTE Position: Q3 2022 in Review

American Portfolios Advisors opened a new position in TCW Transform 500 ETF (VOTE) in Q3 2022: 1,724 shares worth $71.7K. The stake represents ﹤0.01% of the portfolio and ranks #1522 among its holdings.

39 funds tracked by Wall St. Rank hold VOTE as of Q3 2022.

American Portfolios Advisors held 1,724 shares of TCW Transform 500 ETF worth $71.7K as of Q3 2022.
TCW Transform 500 ETF was a new American Portfolios Advisors position in Q3 2022.
TCW Transform 500 ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1522 holding.
39 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.