Cwm, LLC Engine No 1 ETF Tr Transform C Transaction History

Cwm, LLC

$24.1 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 11, 2023	BUY	$50.63 - $53.81 $8,505 - $9,040	168 New	168 $9,000

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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