Cary Street Partners Financial LLC TCW FLEXIBLE INCOME ETF Transaction History

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Number of Shares
1,303,769
Previous 1,147,345 13.63%
Holding current value
$51.4 Billion
Previous $44.9 Billion 14.45%
% of portfolio
1.44%
Previous 1.42%

Shares

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

Aug 13, 2025
BUY
N/A
156,424 Added 13.63%
1,303,769 $51.4 Billion
Q1 2025

May 09, 2025
BUY
N/A
287,825 Added 33.49%
1,147,345 $44.9 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
859,520 New
859,520 $33.2 Billion
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