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PWRDPWRD
4 quarters

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

Corient Private Wealth LP holds 14,284 shares of PWRD (TCW ETF TRUST), worth $1.8M as of 2026-Q2. The position was increased (+7.0% shares). PWRD represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$1.8M

Current Shares

14,284

Total Value Change

+$1.4M

Total Shares Change

+10,586

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
14,284
+7.0%
$1.8M0.0%$122.96
28
2026-Q1
Decreased
13,354
-51.2%
$944,3910.0%$103.79
0
2025-Q4
Increased
27,390
+640.7%
$2.6M0.0%$97.00
42
2025-Q3
New
3,698
-
$361,2610.0%$96.30
33

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

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