White & CO Financial Planning Inc TCW ETF TRUST Transaction History

White & CO Financial Planning Inc

  • $116 Billion
  • Q1 2025
Number of Shares
219,574
Previous 212,874 3.15%
Holding current value
$8.59 Billion
Previous $8.23 Billion 4.37%
% of portfolio
7.41%
Previous 6.98%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
N/A
6,700 Added 3.15%
219,574 $8.59 Billion
Q4 2024

Jan 23, 2025
BUY
N/A
212,874 New
212,874 $8.23 Billion
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