Litman Gregory Wealth Management LLC Sells 2,423 Shares of TCW Transform 500 ETF (BATS:VOTE)

Litman Gregory Wealth Management LLC reduced its position in TCW Transform 500 ETF (BATS:VOTE) by 1.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 187,136 shares of the company’s stock after selling 2,423 shares during the quarter. TCW Transform 500 ETF accounts for approximately 1.0% of Litman Gregory Wealth Management LLC’s investment portfolio, making the stock its 23rd largest holding. Litman Gregory Wealth Management LLC owned approximately 1.89% of TCW Transform 500 ETF worth $10,409,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Phoenix Wealth Advisors raised its holdings in shares of TCW Transform 500 ETF by 78.5% in the fourth quarter. Phoenix Wealth Advisors now owns 54,385 shares of the company’s stock valued at $3,003,000 after acquiring an additional 23,917 shares in the last quarter. Woodmont Investment Counsel LLC bought a new position in TCW Transform 500 ETF in the fourth quarter worth about $233,000. Dorsey & Whitney Trust CO LLC raised its holdings in TCW Transform 500 ETF by 34.2% in the third quarter. Dorsey & Whitney Trust CO LLC now owns 114,402 shares of the company’s stock worth $5,706,000 after purchasing an additional 29,134 shares in the last quarter. Valeo Financial Advisors LLC raised its holdings in TCW Transform 500 ETF by 25.5% in the fourth quarter. Valeo Financial Advisors LLC now owns 9,077 shares of the company’s stock worth $505,000 after purchasing an additional 1,842 shares in the last quarter. Finally, Financial Insights Inc. raised its holdings in TCW Transform 500 ETF by 21.2% in the fourth quarter. Financial Insights Inc. now owns 73,861 shares of the company’s stock worth $4,108,000 after purchasing an additional 12,926 shares in the last quarter.

TCW Transform 500 ETF Trading Down 0.9 %

TCW Transform 500 ETF stock traded down $0.53 during trading hours on Friday, reaching $57.88. The stock had a trading volume of 22,986 shares. The company has a market capitalization of $573.01 million, a P/E ratio of 26.23 and a beta of 1.01. The stock has a 50 day moving average of $59.77 and a 200 day moving average of $55.67.

TCW Transform 500 ETF Dividend Announcement

The business also recently disclosed a dividend, which was paid on Wednesday, March 20th. Stockholders of record on Tuesday, March 19th were issued a dividend of $0.1855 per share. The ex-dividend date was Monday, March 18th.

TCW Transform 500 ETF Company Profile

The Engine No. 1 Transform 500 ETF (VOTE) is an exchange-traded fund that is based on the Morningstar US Large Cap Select index. The ETF currently has 410.2m in AUM and 505 holdings. VOTE tracks a market-cap-weighted index consisting of large-cap US stocks VOTE was launched on Jun 22, 2021 and is managed by Engine No.