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

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

A number of other hedge funds have also recently made changes to their positions in GRW. Raymond James Financial Inc. bought a new stake in shares of TCW Compounders ETF during the second quarter worth about $168,000. Morgan Dempsey Capital Management LLC lifted its position in TCW Compounders ETF by 31.9% in the 3rd quarter. Morgan Dempsey Capital Management LLC now owns 5,464 shares of the company’s stock valued at $174,000 after acquiring an additional 1,321 shares in the last quarter. Curi Capital LLC bought a new position in TCW Compounders ETF in the 2nd quarter valued at about $283,000. Osaic Holdings Inc. boosted its stake in TCW Compounders ETF by 61.6% during the 2nd quarter. Osaic Holdings Inc. now owns 10,454 shares of the company’s stock valued at $366,000 after purchasing an additional 3,986 shares during the last quarter. Finally, SFG Wealth Management LLC. acquired a new position in TCW Compounders ETF during the 3rd quarter valued at about $519,000.

TCW Compounders ETF Stock Performance

Shares of GRW opened at $31.78 on Thursday. The stock has a 50 day moving average price of $31.16 and a two-hundred day moving average price of $30.35. The firm has a market capitalization of $64.83 million, a P/E ratio of 42.06 and a beta of 0.89. TCW Compounders ETF has a 52 week low of $26.63 and a 52 week high of $35.09.

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.