Back to Corient Private Wealth LP Corient Private Wealth LP

AIFDAIFD
6 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in TCW ETF TRUST

Corient Private Wealth LP holds 7,000 shares of AIFD (TCW ETF TRUST), worth $388,024 as of 2026-Q2. AIFD represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$388,024

Current Shares

7,000

Total Value Change

+$184,789

Total Shares Change

-1,500

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
7,000
0.0%
$388,0240.0%$55.43
0
2026-Q1
Decreased
7,000
-50.0%
$269,9320.0%$38.78
0
2025-Q4
Increased
14,000
+100.0%
$526,1200.0%$37.89
39
2025-Q3
Unchanged
7,000
0.0%
$247,1700.0%$35.29
0
2025-Q2
Decreased
7,000
-17.6%
$215,2490.0%$30.50
0
2025-Q1
New
8,500
-
$203,2350.0%$24.13
32

Other major holders of AIFD: LPL Financial LLC, TCW GROUP INC, RAYMOND JAMES FINANCIAL INC, COMMONWEALTH EQUITY SERVICES, LLC

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