Mutual Advisors LLC Acquires 9,153 Shares of TCW Transform 500 ETF (BATS:VOTE)

Mutual Advisors LLC raised its holdings in shares of TCW Transform 500 ETF (BATS:VOTE) by 8.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 113,823 shares of the company’s stock after buying an additional 9,153 shares during the period. Mutual Advisors LLC owned about 1.16% of TCW Transform 500 ETF worth $7,911,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Fairman Group LLC boosted its holdings in TCW Transform 500 ETF by 43.4% during the 3rd quarter. Fairman Group LLC now owns 1,035 shares of the company’s stock valued at $69,000 after acquiring an additional 313 shares during the period. Diversified Trust Co purchased a new stake in shares of TCW Transform 500 ETF during the third quarter valued at approximately $321,000. Etesian Wealth Advisors Inc. purchased a new stake in shares of TCW Transform 500 ETF during the third quarter valued at approximately $410,000. Stifel Financial Corp bought a new position in shares of TCW Transform 500 ETF in the third quarter worth approximately $567,000. Finally, Breakwater Investment Management increased its stake in shares of TCW Transform 500 ETF by 3.9% in the fourth quarter. Breakwater Investment Management now owns 11,344 shares of the company’s stock worth $780,000 after buying an additional 423 shares during the period.

TCW Transform 500 ETF Stock Up 0.5 %

Shares of VOTE opened at $71.27 on Thursday. The stock has a market cap of $701.30 million, a PE ratio of 26.21 and a beta of 1.01. The firm’s fifty day moving average price is $70.00 and its two-hundred day moving average price is $67.27.

TCW Transform 500 ETF 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.