Capital Planning LLC TCW Compounders ETF Transaction History

Capital Planning LLC

  • $303 Million
  • Q2 2025
Number of Shares
213,767
Previous 216,895 1.44%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 21, 2025
SELL
N/A
-3,128 Reduced 1.44%
213,767 $0
Q1 2025

Apr 29, 2025
SELL
N/A
-6,316 Reduced 2.83%
216,895 $0
Q4 2024

Jan 14, 2025
BUY
N/A
11,252 Added 5.31%
223,211 $0
Q3 2024

Oct 16, 2024
SELL
N/A
-7,366 Reduced 3.36%
211,959 $0
Q2 2024

Jul 11, 2024
BUY
N/A
219,325 New
219,325 $0
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