Roberts Wealth Advisors, LLC Engine No 1 ETF Tr Transform C Transaction History
Roberts Wealth Advisors, LLC
- $303 Million
- Q4 2024
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 $355,204. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,544
Previous 4,544
-0.0%
Holding current value
$355,204
Previous $335,000
1.79%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding NETZ
# of Institutions
45Shares Held
2.53MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc732KShares$57.2 Million0.02% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL731KShares$57.1 Million1.63% of portfolio
-
Aspiriant, LLC131KShares$10.3 Million0.35% of portfolio
-
Procyon Advisors, LLC101KShares$7.91 Million0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY94.2KShares$7.37 Million0.0% of portfolio