Ballentine Partners LLC Acquires 2,315 Shares of TCW Transform 500 ETF (BATS:VOTE)

Ballentine Partners LLC grew its holdings in shares of TCW Transform 500 ETF (BATS:VOTE) by 8.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 29,623 shares of the company’s stock after acquiring an additional 2,315 shares during the period. Ballentine Partners LLC owned about 0.30% of TCW Transform 500 ETF worth $1,986,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. Angeles Investment Advisors LLC boosted its holdings in TCW Transform 500 ETF by 2.9% in the second quarter. Angeles Investment Advisors LLC now owns 1,080,609 shares of the company’s stock valued at $68,705,000 after acquiring an additional 30,222 shares during the last quarter. Thrivent Financial for Lutherans boosted its stake in shares of TCW Transform 500 ETF by 6.6% in the 2nd quarter. Thrivent Financial for Lutherans now owns 727,023 shares of the company’s stock valued at $46,224,000 after purchasing an additional 45,128 shares during the last quarter. Litman Gregory Wealth Management LLC increased its position in shares of TCW Transform 500 ETF by 8.6% during the third quarter. Litman Gregory Wealth Management LLC now owns 189,262 shares of the company’s stock worth $12,688,000 after buying an additional 14,912 shares during the period. Dorsey & Whitney Trust CO LLC raised its stake in TCW Transform 500 ETF by 23.2% during the first quarter. Dorsey & Whitney Trust CO LLC now owns 187,719 shares of the company’s stock worth $11,498,000 after buying an additional 35,397 shares during the last quarter. Finally, Financial Insights Inc. lifted its holdings in TCW Transform 500 ETF by 7.0% in the third quarter. Financial Insights Inc. now owns 107,173 shares of the company’s stock valued at $7,185,000 after buying an additional 6,993 shares during the period.

TCW Transform 500 ETF Stock Performance

Shares of TCW Transform 500 ETF stock opened at $67.77 on Friday. The firm has a market cap of $666.86 million, a P/E ratio of 26.21 and a beta of 1.01. The stock’s fifty day simple moving average is $66.30 and its 200-day simple moving average is $63.67.

About TCW Transform 500 ETF

The Engine No. 1 Transform 500 ETF (VOTE) is an exchange-traded fund that is based on the Morningstar US Large Cap Select index. The ETF currently has 410.2m in AUM and 505 holdings. VOTE tracks a market-cap-weighted index consisting of large-cap US stocks VOTE was launched on Jun 22, 2021 and is managed by Engine No.