Purchases and Sales Made in Q1 2025 in Engine No 1 ETF Tr Transform C (NETZ)
This table provides information about the institutional ownership of Engine No 1 ETF Tr Transform C (NETZ) during Q1 2025. The information is specifically focused on institutions that hold shares of ENGINE NO 1 ETF TR TRANSFORM C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
256K+ 13.43% |
$18.7M - $21.3M
|
2.16M
$161M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
67.7K+ 117.22% |
$4.95M - $5.63M
|
125K
$9.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
16.4K+ 16.2% |
$1.2M - $1.36M
|
118K
$8.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.89K+ 5.92% |
$212K - $240K
|
51.8K
$3.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 18.51% |
$135K - $154K
|
11.9K
$883K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.56K+ 26.46% |
$114K - $130K
|
7.46K
$555K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.11K+ 8.8% |
$80.8K - $91.9K
|
13.7K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5.9K- 43.17% |
$431K - $490K
|
7.76K
$578K
|