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

11M

Call Options Held

Put Options Held

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About ENGINE NO 1 ETF TR TRANSFORM C

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