Clear Point Advisors Inc. Engine No 1 ETF Tr Transform C Transaction History

Clear Point Advisors Inc.

$117 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$66.04 - $71.88 $4,953 - $5,391	75 Added 3750.0%	77 $5.25 Million
Q1 2024 May 15, 2024	BUY	$55.72 - $68.42 $111 - $136	2 New	2 $137,000

Others Institutions Holding NETZ

# of Institutions

51

Shares Held

8.32M

Call Options Held

0

Put Options Held

0

Dynasty Wealth Management, LLC St. Petersburg, FL

2.66M
Shares

$211 Million
3.33% of portfolio
Jpmorgan Chase & CO New York, NY

2.01M
Shares

$160 Million
0.01% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

1.91M
Shares

$151 Million
3.65% of portfolio
Envestnet Asset Management Inc

741K
Shares

$58.9 Million
0.02% of portfolio
Aspiriant, LLC

131K
Shares

$10.4 Million
0.35% of portfolio

About ENGINE NO 1 ETF TR TRANSFORM C

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