Capital & Planning LLC Sells 19,158 Shares of TCW Compounders ETF $GRW

Capital & Planning LLC trimmed its position in shares of TCW Compounders ETF (NYSEARCA:GRW) by 9.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 188,567 shares of the company’s stock after selling 19,158 shares during the period. TCW Compounders ETF accounts for approximately 27.1% of Capital & Planning LLC’s portfolio, making the stock its 20th largest holding. Capital & Planning LLC owned 6.20% of TCW Compounders ETF worth $5,863,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Fifth Third Bancorp bought a new position in TCW Compounders ETF during the third quarter valued at $37,000. Ameritas Advisory Services LLC bought a new position in TCW Compounders ETF during the third quarter valued at $66,000. Raymond James Financial Inc. bought a new position in TCW Compounders ETF during the second quarter valued at $168,000. Morgan Dempsey Capital Management LLC grew its holdings in TCW Compounders ETF by 31.9% during the third quarter. Morgan Dempsey Capital Management LLC now owns 5,464 shares of the company’s stock valued at $174,000 after purchasing an additional 1,321 shares during the period. Finally, Redhawk Wealth Advisors Inc. bought a new position in TCW Compounders ETF during the third quarter valued at $238,000.

TCW Compounders ETF Trading Down 0.7%

Shares of NYSEARCA GRW opened at $28.90 on Friday. The stock has a fifty day simple moving average of $29.11 and a two-hundred day simple moving average of $30.63. TCW Compounders ETF has a 1-year low of $26.63 and a 1-year high of $35.37. The firm has a market cap of $73.98 million, a price-to-earnings ratio of 42.06 and a beta of 0.86.

About TCW Compounders ETF

The TCW Compounders ETF (GRW) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund of global equity securities of companies benefiting from economic transformation. It emphasizes large-cap companies and seeks long-term growth of capital. GRW was launched on May 6, 2024 and is issued by TCW.