Dynasty Wealth Management, LLC Engine No 1 ETF Tr Transform C Transaction History
Dynasty Wealth Management, LLC
- $3.31 Trillion
- Q3 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Engine No 1 ETF Tr Transform C stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 730,619 shares of NETZ stock, worth $56 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
730,619
Previous 757,829
3.59%
Holding current value
$56 Million
Previous $51.7 Billion
4.49%
% of portfolio
1.63%
Previous 1.52%
Shares
3 transactions
Others Institutions Holding NETZ
# of Institutions
40Shares Held
2.24MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc732KShares$56 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY94.2KShares$7.22 Million0.0% of portfolio
-
Signify Wealth86.2KShares$6.6 Million8.2% of portfolio
-
Gts Securities LLC New York, NY74.1KShares$5.68 Million0.01% of portfolio
-
3 Edge Asset Management, LP68.8KShares$5.27 Million0.43% of portfolio