Napa Wealth Management Engine No 1 ETF Tr Transform C Transaction History
Napa Wealth Management
- $209 Billion
- Q2 2025
A detailed history of Napa Wealth Management transactions in Engine No 1 ETF Tr Transform C stock. As of the latest transaction made, Napa Wealth Management holds 8,872 shares of NETZ stock, worth $660,609. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,872
Previous 6,362
39.45%
Holding current value
$660,609
Previous $444 Million
80.29%
% of portfolio
0.38%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding NETZ
# of Institutions
80Shares Held
9.42MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL2.36MShares$176 Million2.78% of portfolio
-
Jpmorgan Chase & CO New York, NY2.35MShares$175 Million0.01% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN2.24MShares$167 Million4.36% of portfolio
-
Vestmark Advisory Solutions, Inc.626KShares$46.6 Million0.76% of portfolio
-
Unique Wealth, LLC Tampa, FL183KShares$13.6 Million2.62% of portfolio