Blue Stem Wealth Partners, LLC TCW FLEXIBLE INCOME ETF Transaction History

Blue Stem Wealth Partners, LLC

  • $873 Billion
  • Q3 2025
Number of Shares
394,823
Previous 337,141 17.11%
Holding current value
$15.7 Billion
Previous $13.3 Billion 18.15%
% of portfolio
1.8%
Previous 1.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
57,682 Added 17.11%
394,823 $15.7 Billion
Q2 2025

Aug 12, 2025
BUY
N/A
20,838 Added 6.59%
337,141 $13.3 Billion
Q1 2025

May 07, 2025
BUY
N/A
316,303 New
316,303 $12.4 Billion
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