Roberts Wealth Advisors, LLC Engine No 1 ETF Tr Transform C Transaction History
Roberts Wealth Advisors, LLC
- $293 Million
- Q3 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 $340,436. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,544
Previous 4,544
-0.0%
Holding current value
$340,436
Previous $309,000
8.41%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding NETZ
# of Institutions
40Shares Held
2.24MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc732KShares$54.8 Million0.02% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL731KShares$54.7 Million1.63% of portfolio
-
Jpmorgan Chase & CO New York, NY94.2KShares$7.06 Million0.0% of portfolio
-
Signify Wealth86.2KShares$6.46 Million8.2% of portfolio
-
Gts Securities LLC New York, NY74.1KShares$5.55 Million0.01% of portfolio