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Phoenix Wealth Advisors

Position in VOTE — TCW Transform 500 ETF

CIK 1842362 CHAPEL HILL, NC

All Filings in VOTE

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19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 VOTE $1,245,292 16,321
2025-12-31 VOTE $2,621,446 32,677
2025-09-30 VOTE $2,576,027 32,824
2025-06-30 VOTE $2,467,413 33,921
2025-03-31 VOTE $3,976,300 60,809
2024-12-31 VOTE $4,330,634 62,959
2024-09-30 VOTE $3,397,855 50,684
2024-06-30 VOTE $3,343,227 52,583
2024-03-31 VOTE $3,290,266 53,716
2023-12-31 VOTE $3,024,893 54,385
2023-09-30 VOTE $1,519,743 30,468
2023-06-30 VOTE $1,590,570 30,825
2023-03-31 VOTE $1,497,847 31,474
2022-12-31 VOTE $1,365,513 30,880
2022-09-30 VOTE $1,410,940 33,925
2022-06-30 VOTE $1,552,653 35,473
2022-03-31 VOTE $1,860,156 35,157
2021-12-31 VOTE $1,629,520 29,135
2021-09-30 VOTE $15,288 300