Position history for Dynasty Wealth Management, LLC's holdings in TCW ETF TRUST
Dynasty Wealth Management, LLC holds 5.3M shares of PWRD (TCW ETF TRUST), worth $509.9M as of 2025-Q4. The position was increased (++63.6% shares). PWRD represents 5.0% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$509.9M
Current Shares
5.3M
Total Value Change
+$458.2M
Total Shares Change
+4.5M
Other major holders of PWRD: JPMORGAN CHASE & CO
Increased |
| 5.3M |
+63.6% |
| $509.9M |
| 5.0% |
| $97.00 |
89 |
| 2025-Q3 | Increased | 3.2M | +37.2% | $316.7M | 4.2% | $96.30 | 74 |
| 2025-Q2 | Decreased | 2.4M | -43.8% | $163.4M | 2.8% | $89.31 | 0 |
| 2025-Q1 | Increased | 4.2M | +57.8% | $214.2M | 3.6% | $69.63 | 80 |
| 2024-Q4 | Increased | 2.7M | +264.5% | $193.3M | 3.3% | $72.58 | 90 |
| 2024-Q3 | Decreased | 730,619 | -3.6% | $54M | 1.6% | $73.39 | 0 |
| 2024-Q2 | Decreased | 757,829 | -2.1% | $51.7M | 1.5% | $67.92 | 0 |