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Tcw Etf Trust shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Tcw Etf Trust (FLXR) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Tcw Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Tcw Etf Trust held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcw Etf Trust by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $351k 8.9k 39.60
2025-09-30 $366k 9.2k 39.80
2025-06-30 $269k 6.8k 39.45

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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
Janney Montgomery Scott
TCW Group
Keudell/Morrison Wealth Management
Stifel Financial
Francis Financial
Wells Fargo & Company
Morling Financial Advisors

View all funds holding Tcw Etf Trust