Cyndeo Wealth Partners, LLC Engine No 1 ETF Tr Transform C Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Engine No 1 ETF Tr Transform C stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 37,724 shares of NETZ stock, worth $2.62 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
37,724
Previous 21,949
71.87%
Holding current value
$2.62 Million
Previous $1.25 Million
107.31%
% of portfolio
0.22%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding NETZ
# of Institutions
30Shares Held
1.99MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL774KShares$53.8 Million1.69% of portfolio
-
Envestnet Asset Management Inc734KShares$50.9 Million0.02% of portfolio
-
Signify Wealth80.6KShares$5.59 Million9.63% of portfolio
-
3 Edge Asset Management, LP57.8KShares$4.01 Million0.38% of portfolio
-
David R. Rahn & Associates Inc.42.9KShares$2.98 Million1.24% of portfolio