Number of Shares
149,036.00
Current Holdings Value*
$5.84 Mil
% of Portfolio
2.06%
Total Estimate Gain
$64,085.48
% of Total Estimate Gain
1.11%

WJ Wealth Management, LLC's TCW ETF TRUST Holding Summary

As of 2025-03-31, WJ Wealth Management, LLC held 149,036.00 shares of TCW ETF TRUST(FLXR), totaling $5.84 Mil. This investment constitutes 2.06% of their stock portfolio, and WJ Wealth Management, LLC now holds -% of the outstanding TCW ETF TRUST(FLXR) stock.

The initial trade took place in 2025Q1. And since then WJ Wealth Management, LLC has made 1 purchases of FLXR, at an average price of $38.91, for a total of 149,036.00 shares. Based on historical transaction data and FLXR's current price of $39.34, WJ Wealth Management, LLC's estimated gain on his FLXR holdings is $64,085.48, reflecting a 1.11% gain to date.

WJ Wealth Management, LLC FLXR ($39.34) Holding Chart

WJ Wealth Management, LLC FLXR ($39.34) 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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