TCW Transform 500 ETF (BATS:VOTE) Shares Bought by Phoenix Wealth Advisors

Phoenix Wealth Advisors lifted its position in shares of TCW Transform 500 ETF (BATS:VOTE) by 78.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 54,385 shares of the company’s stock after acquiring an additional 23,917 shares during the period. TCW Transform 500 ETF comprises approximately 2.1% of Phoenix Wealth Advisors’ holdings, making the stock its 17th largest holding. Phoenix Wealth Advisors’ holdings in TCW Transform 500 ETF were worth $3,003,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Valeo Financial Advisors LLC raised its stake in TCW Transform 500 ETF by 25.5% during the fourth quarter. Valeo Financial Advisors LLC now owns 9,077 shares of the company’s stock worth $505,000 after acquiring an additional 1,842 shares during the period. Financial Insights Inc. grew its holdings in shares of TCW Transform 500 ETF by 21.2% during the fourth quarter. Financial Insights Inc. now owns 73,861 shares of the company’s stock valued at $4,108,000 after purchasing an additional 12,926 shares during the last quarter. Woodmont Investment Counsel LLC acquired a new stake in shares of TCW Transform 500 ETF during the 4th quarter worth approximately $233,000. JPMorgan Chase & Co. lifted its holdings in shares of TCW Transform 500 ETF by 13.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,637,727 shares of the company’s stock worth $81,690,000 after purchasing an additional 199,094 shares during the last quarter. Finally, Dorsey & Whitney Trust CO LLC boosted its position in TCW Transform 500 ETF by 34.2% during the 3rd quarter. Dorsey & Whitney Trust CO LLC now owns 114,402 shares of the company’s stock valued at $5,706,000 after purchasing an additional 29,134 shares during the period.

TCW Transform 500 ETF Stock Performance

VOTE traded down $0.13 during trading on Wednesday, reaching $58.91. 9,410 shares of the company were exchanged. The business’s 50 day moving average price is $59.78 and its 200 day moving average price is $55.58. The firm has a market capitalization of $583.21 million, a PE ratio of 26.23 and a beta of 1.01.

TCW Transform 500 ETF Dividend Announcement

The company also recently declared a dividend, which was paid on Wednesday, March 20th. Stockholders of record on Tuesday, March 19th were given a dividend of $0.1855 per share. The ex-dividend date of this dividend was Monday, March 18th.

About TCW Transform 500 ETF

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.