Elmwood Wealth Management, Inc. Engine No 1 ETF Tr Transaction History

Elmwood Wealth Management, Inc.

$222 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$48.58 - $56.22 $29,148 - $33,732	-600 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$50.81 - $56.33 $30,486 - $33,798	600 New	600 $34,000

Others Institutions Holding VOTE

# of Institutions

77

Shares Held

6.04M

Call Options Held

0

Put Options Held

0

Betterment LLC New York, NY

1.23M
Shares

$84.5 Million
0.2% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

795K
Shares

$54.6 Million
0.1% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

743K
Shares

$51.1 Million
0.03% of portfolio
Jpmorgan Chase & CO New York, NY

641K
Shares

$44 Million
0.0% of portfolio
Angeles Investment Advisors, LLC

511K
Shares

$35.1 Million
1.76% of portfolio

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