Napa Wealth Management Engine No 1 ETF Tr Transform C Transaction History
Napa Wealth Management
- $178 Billion
- Q1 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 6,362 shares of NETZ stock, worth $473,714. This represents 0.25% of its overall portfolio holdings.
Number of Shares
6,362
Previous 7,032
9.53%
Holding current value
$473,714
Previous $510 Million
13.05%
% of portfolio
0.25%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding NETZ
# of Institutions
55Shares Held
9.9MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL4.2MShares$313 Million3.57% of portfolio
-
Jpmorgan Chase & CO New York, NY2.35MShares$175 Million0.01% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN2.16MShares$161 Million3.8% of portfolio
-
Aspiriant, LLC139KShares$10.3 Million0.36% of portfolio
-
Unique Wealth, LLC Tampa, FL125KShares$9.34 Million1.65% of portfolio