Blue Stem Wealth Partners, LLC TCW FLEXIBLE INCOME ETF Transaction History

Blue Stem Wealth Partners, LLC

  • $814 Billion
  • Q2 2025
Number of Shares
337,141
Previous 316,303 6.59%
Holding current value
$13.3 Billion
Previous $12.4 Billion 7.35%
% of portfolio
1.63%
Previous 1.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
20,838 Added 6.59%
337,141 $13.3 Billion
Q1 2025

May 07, 2025
BUY
N/A
316,303 New
316,303 $12.4 Billion
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