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PWRD
TCW Transform Systems ETF
PWRD
PWRD
105.71
USD
-2.80
2.58%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
-2.58%
5 days
-1.47%
1 month
-0.27%
3 months
-6.38%
6 months
-1.9%
Year to date
6.9%
1 year
13.08%
5 years
115.43%
10 years
115.43%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
JPG
1
Jordan Park Group
San Francisco,
California
| $16.8M | +$18.8M | +386,396 | New |
|
| 2 |
AWA
2
Artemis Wealth Advisors
New York
| $12.8M | – | – | – |
|
| 3 |
3
Morgan Stanley
New York
| $73K | +$81.5K | +1,675 | New |
|
| 4 |
PA
4
Parallel Advisors
San Francisco,
California
| $62K | – | – | – |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| $54K | +$60.4K | +1,241 | New |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $51K | +$56.9K | +1,169 | New |
|
| 7 |
LWCFA
7
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $12K | +$13.4K | +275 | New |
|
| 8 |
8
Jane Street
New York
| – | -$455K | -8,425 | Closed |
|