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

Elmwood Wealth Management, Inc.

$221 Million
Q1 2025

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

82

Shares Held

6.89M

Call Options Held

0

Put Options Held

0

Betterment LLC New York, NY

1.32M
Shares

$89.9 Million
0.2% of portfolio
Angeles Investment Advisors, LLC

862K
Shares

$58.7 Million
3.05% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

844K
Shares

$57.5 Million
0.03% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

803K
Shares

$54.7 Million
0.2% of portfolio
Jpmorgan Chase & CO New York, NY

587K
Shares

$40 Million
0.0% of portfolio

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