TCWP LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, TCWP LLC opened 5 positions, added to 15, reduced 32 and sold out of 33.
- Q2 2024: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 0.
- Q2 2024: Stock IEMG; Country of operation —; Class CORE MSCI EMKT; Shares before 0.
- Q1 2024: Stock DYNF; Country of operation —; Class US EQT FACTOR; Shares before 0.
- Q1 2024: Stock IVW; Country of operation —; Class S&P 500 GRWT ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1907375), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-03-31.
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