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PWRDPWRD
8 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in TCW ETF TRUST

Steward Partners Investment Advisory, LLC holds 27,896 shares of PWRD (TCW ETF TRUST), worth $3.4M as of 2026-Q2. The position was increased (+21.6% shares). PWRD represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$3.4M

Current Shares

27,896

Total Value Change

+$3.3M

Total Shares Change

+26,641

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
27,896
+21.6%
$3.4M0.0%$122.96
32
2026-Q1
Increased
22,938
+15.2%
$2.2M0.0%$103.79
30
2025-Q4
Increased
19,912
+40.8%
$1.9M0.0%$97.00
34
2025-Q3
Increased
14,144
+56.5%
$1.4M0.0%$96.30
36
2025-Q2
Decreased
9,037
-2.3%
$814,8700.0%$89.31
0
2025-Q1
Increased
9,254
+19.8%
$645,4280.0%$69.63
29
2024-Q4
Increased
7,724
+515.5%
$560,5310.0%$72.58
39
2024-Q3
New
1,255
-
$92,7810.0%$73.39
30

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

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