Back to Dynasty Wealth Management, LLC Dynasty Wealth Management, LLC

PWRDPWRD
Showing 8 of 10 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in TCW ETF TRUST

Dynasty Wealth Management, LLC holds 5.5M shares of PWRD (TCW ETF TRUST), worth $679.1M as of 2026-Q2. The position was decreased (-15.9% shares). PWRD represents 5.0% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$679.1M

Current Shares

5.5M

Total Value Change

+$625.1M

Total Shares Change

+4.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
5.5M
-15.9%
$679.1M5.0%$122.96
0
2026-Q1
Increased
6.6M
+23.9%
$642.4M5.6%$103.79
75
2025-Q4
Increased
5.3M
+63.6%
$509.9M5.0%$97.00
89
2025-Q3
Increased
3.2M
+37.2%
$316.7M4.2%$96.30
74
2025-Q2
Decreased
2.4M
-43.8%
$163.4M2.8%$89.31
0
2025-Q1
Increased
4.2M
+57.8%
$214.2M3.6%$69.63
80
2024-Q4
Increased
2.7M
+264.5%
$193.3M3.3%$72.58
90
2024-Q3
Decreased
730,619
-3.6%
$54M1.6%$73.39
0

Other major holders of PWRD: JPMORGAN CHASE & CO

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used