FPAS
Focus Partners Advisor Solutions’s TCW Transform 500 ETF VOTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
4,926
+30
| +0.6% | +$2.18K | ﹤0.01% | 783 |
|
|
2025
Q1 | $320K | Buy |
4,896
+707
| +17% | +$46.2K | ﹤0.01% | 736 |
|
|
2024
Q4 | $288K | Sell |
4,189
-3,801
| -48% | -$261K | ﹤0.01% | 616 |
|
|
2024
Q3 | $536K | Buy |
7,990
+142
| +2% | +$9.52K | 0.01% | 436 |
|
|
2024
Q2 | $499K | Buy |
7,848
+4,140
| +112% | +$263K | 0.01% | 371 |
|
|
2024
Q1 | $227K | Buy |
3,708
+1
| +0% | +$61 | 0.01% | 544 |
|
|
2023
Q4 | $206K | Buy |
+3,707
| New | +$206K | 0.01% | 390 |
|