Litman Gregory Wealth Management LLC
Position in VOTE — TCW Transform 500 ETF
CIK 1551867
LARKSPUR, CA
All Filings in VOTE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 VOTE | $14,139,223 | 176,249 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 VOTE | $14,235,487 | 181,390 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 VOTE | $13,793,977 | 189,634 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 VOTE | $12,885,884 | 197,062 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 VOTE | $13,400,831 | 194,822 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 VOTE | $12,688,124 | 189,262 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 VOTE | $11,085,173 | 174,350 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 VOTE | $10,725,277 | 175,098 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 VOTE | $10,408,504 | 187,136 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 VOTE | $9,455,202 | 189,559 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 VOTE | $9,818,551 | 190,282 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 VOTE | $8,948,757 | 202,369 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 VOTE | $8,222,925 | 197,714 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 VOTE | $6,958,992 | 158,990 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 VOTE | $6,513,485 | 123,105 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 VOTE | $7,293,887 | 130,411 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 VOTE | $4,909,588 | 96,342 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||