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Tcw Etf Trust shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Tcw Etf Trust (FLXR) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Tcw Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Tcw Etf Trust held by Keudell/Morrison 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 Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $47M 1.2M 39.60

More positions owned by Keudell/Morrison Wealth Management

Tcw Etf Trust Flexible Income (FLXR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vanguard Index Fds Real Estate Etf (VNQ)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

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
Keudell/Morrison Wealth Management
Janney Montgomery Scott
Stifel Financial
Francis Financial
Morling Financial Advisors
Retirement Network

View all funds holding Tcw Etf Trust