Dynasty Wealth Management, LLC Engine No 1 ETF Tr Transform C Transaction History

Dynasty Wealth Management, LLC

$5.87 Trillion
Q2 2025

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 2,362,961 shares of NETZ stock, worth $176 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares

2,362,961

Previous 4,201,045 43.75%

Holding current value

$176 Million

Previous $214 Billion 23.71%

% of portfolio

2.78%

Previous 3.57%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	N/A	-1,838,084 Reduced 43.75%	2,362,961 $163 Billion
Q1 2025 May 02, 2025	BUY	$73.16 - $83.16 $113 Million - $128 Million	1,538,002 Added 57.75%	4,201,045 $214 Billion
Q4 2024 Feb 05, 2025	BUY	$72.28 - $78.42 $140 Million - $152 Million	1,932,424 Added 264.49%	2,663,043 $193 Billion
Q3 2024 Nov 12, 2024	SELL	$64.24 - $74.15 $1.75 Million - $2.02 Million	-27,210 Reduced 3.59%	730,619 $54 Billion
Q2 2024 Aug 12, 2024	SELL	$66.04 - $71.88 $1.1 Million - $1.2 Million	-16,670 Reduced 2.15%	757,829 $51.7 Billion
Q1 2024 May 15, 2024	BUY	$55.72 - $68.42 $43.2 Million - $53 Million	774,499 New	774,499 $53 Billion

Others Institutions Holding NETZ

# of Institutions

Shares Held

9.41M

Call Options Held

Put Options Held

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About ENGINE NO 1 ETF TR TRANSFORM C

Ticker NETZ
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Dynasty Wealth Management, LLC Engine No 1 ETF Tr Transform C Transaction History