Napa Wealth Management Engine No 1 ETF Tr Transform C Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
A detailed history of Napa Wealth Management transactions in Engine No 1 ETF Tr Transform C stock. As of the latest transaction made, Napa Wealth Management holds 6,757 shares of NETZ stock, worth $528,194. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,757
Previous 6,557
3.05%
Holding current value
$528,194
Previous $447 Million
11.69%
% of portfolio
0.24%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding NETZ
# of Institutions
45Shares Held
2.53MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc732KShares$57.2 Million0.02% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL731KShares$57.1 Million1.63% of portfolio
-
Aspiriant, LLC131KShares$10.3 Million0.35% of portfolio
-
Procyon Advisors, LLC101KShares$7.91 Million0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY94.2KShares$7.37 Million0.0% of portfolio