Capital Wealth Management, LLC Engine No 1 ETF Tr Transform C Transaction History
Capital Wealth Management, LLC
- $268 Million
- Q2 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 10,331 shares of NETZ stock, worth $769,246. This represents 0.29% of its overall portfolio holdings.
Number of Shares
10,331
Previous 7,455
38.58%
Holding current value
$769,246
Previous $555,000
38.56%
% of portfolio
0.29%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding NETZ
# of Institutions
57Shares Held
9.96MCall 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