Capital Planning LLC TCW Durable Growth ETF Transaction History

Capital Planning LLC

  • $339 Million
  • Q4 2025
Number of Shares
188,567
Previous 207,725 9.22%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
SELL
N/A
-19,158 Reduced 9.22%
188,567 $0
Q3 2025

Oct 22, 2025
SELL
N/A
-6,042 Reduced 2.83%
207,725 $0
Q2 2025

Jul 21, 2025
SELL
N/A
-3,128 Reduced 1.44%
213,767 $0
Q1 2025

Apr 29, 2025
SELL
N/A
-6,316 Reduced 2.83%
216,895 $0
Q4 2024

Jan 14, 2025
BUY
N/A
11,252 Added 5.31%
223,211 $0
Q3 2024

Oct 16, 2024
SELL
N/A
-7,366 Reduced 3.36%
211,959 $0
Q2 2024

Jul 11, 2024
BUY
N/A
219,325 New
219,325 $0
Track This Portfolio

Track Capital Planning LLC Portfolio

Follow Capital Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email