Dynasty Wealth Management, LLC Engine No 1 ETF Tr Transform C Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 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 2,663,043 shares of NETZ stock, worth $206 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
2,663,043
Previous 730,619
264.49%
Holding current value
$206 Million
Previous $54 Billion
257.79%
% of portfolio
3.33%
Previous 1.63%
Shares
4 transactions
Others Institutions Holding NETZ
# of Institutions
46Shares Held
4.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc732KShares$56.6 Million0.02% of portfolio
-
Aspiriant, LLC131KShares$10.2 Million0.35% of portfolio
-
Procyon Advisors, LLC101KShares$7.82 Million0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY94.2KShares$7.28 Million0.0% of portfolio
-
Signify Wealth91KShares$7.04 Million7.81% of portfolio