GC Wealth Management RIA, LLC GRW Holdings History
GC Wealth Management RIA, LLC's TCW Compounders ETF Holding Summary
As of 2025-03-31, GC Wealth Management RIA, LLC held 254,471.00 shares of TCW Compounders ETF(GRW), totaling $8.43 Mil. This investment constitutes 1.55% of their stock portfolio, and GC Wealth Management RIA, LLC now holds 6.27% of the outstanding TCW Compounders ETF(GRW) stock.
The initial trade took place in 2024Q3. And since then GC Wealth Management RIA, LLC has made 1 purchases of GRW, at an average price of $35.55, for a total of 371,701.00 shares. In addition, there have been 2 sales at an average price of $35.14 for 117,230.00 shares. Based on historical transaction data and GRW's current price of $34.59, GC Wealth Management RIA, LLC's estimated gain on his GRW holdings is $-292,659.22, reflecting a -2.21% gain to date.
GC Wealth Management RIA, LLC GRW ($34.59) Holding Chart
GC Wealth Management RIA, LLC GRW ($34.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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