Dynasty Wealth Management, LLC Engine No 1 ETF Tr Transform C Transaction History
Dynasty Wealth Management, LLC
- $3.14 Trillion
- Q1 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Engine No 1 ETF Tr Transform C stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 774,499 shares of NETZ stock, worth $54.1 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
774,499Holding current value
$54.1 Million% of portfolio
1.69%Shares
1 transactions
Others Institutions Holding NETZ
# of Institutions
30Shares Held
1.99MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc734KShares$51.2 Million0.02% of portfolio
-
Signify Wealth80.6KShares$5.62 Million9.63% of portfolio
-
3 Edge Asset Management, LP57.8KShares$4.03 Million0.38% of portfolio
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David R. Rahn & Associates Inc.42.9KShares$2.99 Million1.24% of portfolio
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Jpmorgan Chase & CO New York, NY42.6KShares$2.97 Million0.0% of portfolio