Pathstone Family Office’s TCW Transform 500 ETF VOTE Stock Holding History

Pathstone Family Office’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
2023 Q3	$5.15M	Buy	+103,209	New	+$5.35M	0.04%	266

Other funds holding VOTE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Pathstone Family Office's VOTE Position: Q3 2023 in Review

Pathstone Family Office opened a new position in TCW Transform 500 ETF (VOTE) in Q3 2023: 103,209 shares worth $5.15M. The stake represents 0.04% of the portfolio and ranks #266 among its holdings.

51 funds tracked by Wall St. Rank hold VOTE as of Q3 2023.

Pathstone Family Office held 103,209 shares of TCW Transform 500 ETF worth $5.15M as of Q3 2023.
TCW Transform 500 ETF was a new Pathstone Family Office position in Q3 2023.
TCW Transform 500 ETF made up 0.04% of Pathstone Family Office's portfolio in Q3 2023, its #266 holding.
51 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.