Dynasty Wealth Management, LLC Engine No 1 ETF Tr Transform C Transaction History
Dynasty Wealth Management, LLC
- $6 Trillion
- Q1 2025
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 4,201,045 shares of NETZ stock, worth $313 Million. This represents 3.57% of its overall portfolio holdings.
Number of Shares
4,201,045
Previous 2,663,043
57.75%
Holding current value
$313 Million
Previous $193 Billion
10.86%
% of portfolio
3.57%
Previous 3.33%
Shares
5 transactions
Others Institutions Holding NETZ
# of Institutions
50Shares Held
7.98MCall Options Held
0Put Options Held
0-
Sagespring Wealth Partners, LLC Franklin, TN2.16MShares$161 Million3.8% of portfolio
-
Jpmorgan Chase & CO New York, NY2.01MShares$150 Million0.01% of portfolio
-
Aspiriant, LLC139KShares$10.3 Million0.36% of portfolio
-
Unique Wealth, LLC Tampa, FL125KShares$9.34 Million1.65% of portfolio
-
Procyon Advisors, LLC118KShares$8.75 Million0.54% of portfolio