Number of Shares
218,783.00
Current Holdings Value*
$8.64 Mil
% of Portfolio
6.91%
Total Estimate Gain
$98,842.72
% of Total Estimate Gain
1.16%

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

As of 2025-06-30, White & Co Financial Planning Inc held 218,783.00 shares of TCW ETF TRUST(FLXR), totaling $8.64 Mil. This investment constitutes 6.91% 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. In addition, there have been 1 sales at an average price of $39.03 for 791.00 shares. Based on historical transaction data and FLXR's current price of $39.41, White & Co Financial Planning Inc's estimated gain on his FLXR holdings is $98,842.72, reflecting a 1.16% gain to date.

White & Co Financial Planning Inc FLXR ($39.41) Holding Chart

White & Co Financial Planning Inc FLXR ($39.41) 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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