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PWRDPWRD
7 quarters

Position history for Lido Advisors, LLCLido Advisors, LLC's holdings in TCW ETF TRUST

Lido Advisors, LLC holds 18,292 shares of PWRD (TCW ETF TRUST), worth $2.2M as of 2026-Q2. The position was increased (+31.5% shares). PWRD represents 0.0% of Lido Advisors, LLC's portfolio.

Current Value

$2.2M

Current Shares

18,292

Total Value Change

+$1.1M

Total Shares Change

+2,856

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
18,292
+31.5%
$2.2M0.0%$122.96
33
2026-Q1
Increased
13,914
+10.9%
$1.4M0.0%$103.79
28
2025-Q4
Unchanged
12,541
0.0%
$1.2M0.0%$97.00
0
2025-Q3
Increased
12,541
+20.4%
$1.2M0.0%$96.30
30
2025-Q2
Decreased
10,417
-30.9%
$939,3260.0%$89.31
0
2025-Q1
Decreased
15,084
-2.3%
$1.1M0.0%$69.63
0
2024-Q4
New
15,436
-
$1.1M0.0%$72.58
35

Other major holders of PWRD: Dynasty Wealth Management, LLC, JPMORGAN CHASE & CO

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