White & CO Financial Planning Inc TCW ETF TRUST Transaction History

White & CO Financial Planning Inc

  • $125 Billion
  • Q2 2025
Number of Shares
218,783
Previous 219,574 0.36%
Holding current value
$8.64 Billion
Previous $8.59 Billion 0.51%
% of portfolio
6.91%
Previous 7.41%

Shares

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

Jul 21, 2025
SELL
N/A
-791 Reduced 0.36%
218,783 $8.64 Billion
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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