6,090 Shares in TCW Transform 500 ETF (BATS:VOTE) Purchased by SVB Wealth LLC

SVB Wealth LLC bought a new stake in TCW Transform 500 ETF (BATS:VOTE) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 6,090 shares of the company’s stock, valued at approximately $419,000.

Several other institutional investors also recently made changes to their positions in the stock. Thrivent Financial for Lutherans boosted its position in TCW Transform 500 ETF by 9.3% during the 3rd quarter. Thrivent Financial for Lutherans now owns 794,765 shares of the company’s stock valued at $53,281,000 after purchasing an additional 67,742 shares during the period. PNC Financial Services Group Inc. lifted its stake in TCW Transform 500 ETF by 7.6% in the third quarter. PNC Financial Services Group Inc. now owns 743,107 shares of the company’s stock valued at $49,818,000 after buying an additional 52,430 shares during the last quarter. Stifel Financial Corp bought a new stake in TCW Transform 500 ETF in the third quarter valued at $567,000. Orion Portfolio Solutions LLC boosted its holdings in shares of TCW Transform 500 ETF by 543.7% during the third quarter. Orion Portfolio Solutions LLC now owns 66,574 shares of the company’s stock valued at $4,463,000 after acquiring an additional 56,231 shares during the period. Finally, Diversified Trust Co grew its position in shares of TCW Transform 500 ETF by 100.2% during the fourth quarter. Diversified Trust Co now owns 9,578 shares of the company’s stock worth $659,000 after acquiring an additional 4,794 shares during the last quarter.

TCW Transform 500 ETF Stock Performance

Shares of BATS:VOTE opened at $67.72 on Wednesday. The firm has a fifty day moving average price of $70.29 and a 200-day moving average price of $68.74. The company has a market cap of $739.50 million, a P/E ratio of 27.09 and a beta of 1.01.

TCW Transform 500 ETF Profile

The Engine No. 1 Transform 500 ETF (VOTE) is an exchange-traded fund that is based on the Morningstar US Large Cap Select index. The ETF currently has 410.2m in AUM and 505 holdings. VOTE tracks a market-cap-weighted index consisting of large-cap US stocks VOTE was launched on Jun 22, 2021 and is managed by Engine No.