Number of Shares
219,574.00
Current Holdings Value*
$8.59 Mil
% of Portfolio
7.41%
Total Estimate Gain
$79,381.64
% of Total Estimate Gain
0.93%

White & Co Financial Planning Inc's TCW ETF TRUST Holding Summary

As of 2025-03-31, White & Co Financial Planning Inc held 219,574.00 shares of TCW ETF TRUST(FLXR), totaling $8.59 Mil. This investment constitutes 7.41% of their stock portfolio, and White & Co Financial Planning Inc now holds -% of the outstanding TCW ETF TRUST(FLXR) stock.

The initial trade took place in 2024Q4. And since then White & Co Financial Planning Inc has made 1 purchases of FLXR, at an average price of $38.96, for a total of 219,574.00 shares. Based on historical transaction data and FLXR's current price of $39.32, White & Co Financial Planning Inc's estimated gain on his FLXR holdings is $79,381.64, reflecting a 0.93% gain to date.

White & Co Financial Planning Inc FLXR ($39.32) Holding Chart

White & Co Financial Planning Inc FLXR ($39.32) 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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