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Tcw Etf Trust shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Tcw Etf Trust (AIFD) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in Tcw Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Tcw Etf Trust held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcw Etf Trust by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 8.4k 27.01
2024-06-30 $236k 8.4k 27.94

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding Tcw Etf Trust

Commonwealth Equity Services
TCW Group
Callan Family Office
Aurora Private Wealth
Sigma Planning
Envestnet Asset Management
Lakeridge Wealth Management
Jane Street
Sunbelt Securities
Wells Fargo & Company
Advisor Group Holdings

View all funds holding Tcw Etf Trust