Capital Wealth Management, LLC Engine No 1 ETF Tr Transform C Transaction History
Capital Wealth Management, LLC
- $241 Million
- Q1 2025
A detailed history of Capital Wealth Management, LLC transactions in Engine No 1 ETF Tr Transform C stock. As of the latest transaction made, Capital Wealth Management, LLC holds 7,455 shares of NETZ stock, worth $555,099. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,455
Previous 5,895
26.46%
Holding current value
$555,099
Previous $427,000
29.98%
% of portfolio
0.23%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding NETZ
# of Institutions
55Shares Held
9.9MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL4.2MShares$313 Million3.57% of portfolio
-
Jpmorgan Chase & CO New York, NY2.35MShares$175 Million0.01% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN2.16MShares$161 Million3.8% of portfolio
-
Aspiriant, LLC139KShares$10.3 Million0.36% of portfolio
-
Unique Wealth, LLC Tampa, FL125KShares$9.34 Million1.65% of portfolio