Roberts Wealth Advisors, LLC Engine No 1 ETF Tr Transform C Transaction History

Roberts Wealth Advisors, LLC

  • $299 Million
  • Q1 2025

A detailed history of Roberts Wealth Advisors, LLC transactions in Engine No 1 ETF Tr Transform C stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 4,544 shares of NETZ stock, worth $338,346. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,544
Previous 4,544 -0.0%
Holding current value
$338,346
Previous $329,000 2.74%
% of portfolio
0.11%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$55.72 - $68.42 $253,191 - $310,900
4,544 New
4,544 $310,000
Q3 2023

Oct 17, 2023
BUY
$50.63 - $53.81 $230,062 - $244,512
4,544 New
4,544 $232,000

Others Institutions Holding NETZ

# of Institutions
55
Shares Held
9.9M
Call Options Held
0
Put Options Held
0
View Full List

About ENGINE NO 1 ETF TR TRANSFORM C

NETZ Quotes by TradingView
  • Ticker NETZ
  • Sector ETFs
  • Industry ETFs
More about NETZ
Track This Portfolio

Track Roberts Wealth Advisors, LLC Portfolio

Follow Roberts Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roberts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roberts Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email