Cyndeo Wealth Partners LLC Has $3.70 Million Stock Position in TCW Transform Systems ETF (BATS:NETZ)

Cyndeo Wealth Partners LLC lifted its stake in TCW Transform Systems ETF (BATS:NETZ) by 2.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 50,055 shares of the company’s stock after buying an additional 1,433 shares during the period. Cyndeo Wealth Partners LLC owned about 2.81% of TCW Transform Systems ETF worth $3,701,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Bristlecone Advisors LLC raised its stake in TCW Transform Systems ETF by 3.6% during the second quarter. Bristlecone Advisors LLC now owns 6,226 shares of the company’s stock worth $425,000 after acquiring an additional 218 shares in the last quarter. Albion Financial Group UT lifted its holdings in TCW Transform Systems ETF by 0.6% during the 2nd quarter. Albion Financial Group UT now owns 36,404 shares of the company’s stock valued at $2,483,000 after purchasing an additional 223 shares during the last quarter. Quotient Wealth Partners LLC lifted its holdings in TCW Transform Systems ETF by 32.5% during the 3rd quarter. Quotient Wealth Partners LLC now owns 8,417 shares of the company’s stock valued at $622,000 after purchasing an additional 2,065 shares during the last quarter. Avalon Capital Management boosted its position in TCW Transform Systems ETF by 5.3% in the second quarter. Avalon Capital Management now owns 45,181 shares of the company’s stock valued at $3,082,000 after buying an additional 2,287 shares in the last quarter. Finally, Portside Wealth Group LLC grew its stake in TCW Transform Systems ETF by 36.0% during the second quarter. Portside Wealth Group LLC now owns 12,875 shares of the company’s stock worth $878,000 after buying an additional 3,410 shares during the last quarter.

TCW Transform Systems ETF Stock Up 0.1 %

BATS:NETZ opened at $75.29 on Friday. The company has a market capitalization of $134.02 million, a PE ratio of 25.16 and a beta of 0.92. The firm has a 50-day moving average price of $71.24 and a 200 day moving average price of $69.69.

About TCW Transform Systems ETF

The Engine No. 1 Transform Climate ETF (NETZ) is an exchange-traded fund. The ETF currently has 95.44m in AUM and 25 holdings. NETZ is an actively managed portfolio of US equities that are considered to be driving and benefiting from the energy transformation NETZ was launched on Feb 2, 2022 and is managed by Engine No.