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Tcw Etf Trust shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Tcw Etf Trust (FLXR) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Tcw Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tcw Etf Trust by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 32k 39.80
2025-06-30 $625k 16k 39.45
2025-03-31 $511k 13k 39.17

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View all positions for Concord Wealth Partners

Top funds holding Tcw Etf Trust

Captrust Financial Advisors
UBS Group
LPL Financial
First Pacific Financial
Morton Capital Management
Cary Street Partners Financial
M^T Bank Corporation
Envestnet Asset Management
TCW Group
Janney Montgomery Scott
Stifel Financial
Francis Financial
Raymond James Financial
Morling Financial Advisors
Peak Financial Advisors

View all funds holding Tcw Etf Trust