Napa Wealth Management Raises Holdings in TCW Transform Systems ETF (BATS:NETZ)

Napa Wealth Management boosted its stake in shares of TCW Transform Systems ETF (BATS:NETZ) by 3.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,757 shares of the company’s stock after acquiring an additional 200 shares during the quarter. Napa Wealth Management’s holdings in TCW Transform Systems ETF were worth $500,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Trademark Financial Management LLC acquired a new position in shares of TCW Transform Systems ETF in the second quarter worth about $350,000. Bristlecone Advisors LLC raised its holdings in TCW Transform Systems ETF by 3.6% in the 2nd quarter. Bristlecone Advisors LLC now owns 6,226 shares of the company’s stock worth $425,000 after purchasing an additional 218 shares during the period. REDW Wealth LLC raised its holdings in TCW Transform Systems ETF by 33.4% in the 3rd quarter. REDW Wealth LLC now owns 7,148 shares of the company’s stock worth $528,000 after purchasing an additional 1,789 shares during the period. Quotient Wealth Partners LLC boosted its position in TCW Transform Systems ETF by 32.5% during the third quarter. Quotient Wealth Partners LLC now owns 8,417 shares of the company’s stock worth $622,000 after purchasing an additional 2,065 shares in the last quarter. Finally, Portside Wealth Group LLC grew its holdings in TCW Transform Systems ETF by 36.0% in the second quarter. Portside Wealth Group LLC now owns 12,875 shares of the company’s stock valued at $878,000 after purchasing an additional 3,410 shares during the period.

TCW Transform Systems ETF Price Performance

TCW Transform Systems ETF stock opened at $74.92 on Monday. The stock has a market capitalization of $133.36 million, a PE ratio of 25.16 and a beta of 0.92. The firm has a 50 day simple moving average of $73.69 and a 200 day simple moving average of $70.65.

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.