Cyndeo Wealth Partners, LLC Engine No 1 ETF Tr Transform C Transaction History

Cyndeo Wealth Partners, LLC

$1.72 Billion
Q3 2025

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 53,529 shares of NETZ stock, worth $3.99 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

53,529

Previous 53,193 0.63%

Holding current value

$3.99 Million

Previous $3.96 Million 0.63%

% of portfolio

0.23%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	N/A	336 Added 0.63%	53,529 $3.99 Million
Q2 2025 Jul 24, 2025	BUY	N/A	1,425 Added 2.75%	53,193 $3.96 Million
Q1 2025 Apr 17, 2025	BUY	$73.16 - $83.16 $211,578 - $240,498	2,892 Added 5.92%	51,768 $3.85 Million
Q4 2024 Jan 21, 2025	SELL	$72.28 - $78.42 $85,218 - $92,457	-1,179 Reduced 2.36%	48,876 $3.55 Million
Q3 2024 Oct 18, 2024	BUY	$64.24 - $74.15 $92,055 - $106,256	1,433 Added 2.95%	50,055 $3.7 Million
Q2 2024 Jul 30, 2024	BUY	$66.04 - $71.88 $719,703 - $783,348	10,898 Added 28.89%	48,622 $3.32 Million
Q1 2024 Apr 16, 2024	BUY	$55.72 - $68.42 $878,983 - $1.08 Million	15,775 Added 71.87%	37,724 $2.58 Million
Q4 2023 Jan 12, 2024	BUY	$49.58 - $57.06 $1.09 Million - $1.25 Million	21,949 New	21,949 $1.25 Million

Others Institutions Holding NETZ

# of Institutions

Shares Held

9.37M

Call Options Held

Put Options Held

View Full List

About ENGINE NO 1 ETF TR TRANSFORM C

Ticker NETZ
Sector ETFs
Industry ETFs

More about NETZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Account

Cyndeo Wealth Partners, LLC Engine No 1 ETF Tr Transform C Transaction History