Capital Planning LLC Has $247,000 Holdings in TCW Compounders ETF $GRW

Capital Planning LLC trimmed its holdings in shares of TCW Compounders ETF (NYSEARCA:GRW) by 95.2% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 8,989 shares of the company’s stock after selling 179,578 shares during the period. Capital Planning LLC owned approximately 0.38% of TCW Compounders ETF worth $247,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Goldman Sachs Group Inc. bought a new position in shares of TCW Compounders ETF during the 1st quarter worth about $3,976,000. MML Investors Services LLC bought a new stake in TCW Compounders ETF in the 2nd quarter valued at about $826,000. Flow Traders U.S. LLC raised its stake in TCW Compounders ETF by 164.6% during the 3rd quarter. Flow Traders U.S. LLC now owns 37,539 shares of the company’s stock worth $1,199,000 after buying an additional 23,350 shares during the period. UBS Group AG raised its stake in TCW Compounders ETF by 21.9% during the 3rd quarter. UBS Group AG now owns 104,654 shares of the company’s stock worth $3,342,000 after buying an additional 18,795 shares during the period. Finally, SFG Wealth Management LLC. acquired a new position in TCW Compounders ETF during the 3rd quarter worth approximately $519,000.

TCW Compounders ETF Stock Performance

Shares of NYSEARCA:GRW opened at $31.78 on Thursday. TCW Compounders ETF has a 52-week low of $26.63 and a 52-week high of $35.09. The business’s 50 day simple moving average is $31.16 and its two-hundred day simple moving average is $30.35. The firm has a market cap of $64.83 million, a P/E ratio of 42.06 and a beta of 0.89.

TCW Compounders ETF Profile

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.