Roberts Wealth Advisors, LLC Engine No 1 ETF Tr Transform C Transaction History
Roberts Wealth Advisors, LLC
- $325 Million
- Q2 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 0.1% of its overall portfolio holdings.
Number of Shares
4,544
Previous 4,544
-0.0%
Holding current value
$338,346
Previous $338,000
-0.0%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding NETZ
# of Institutions
67Shares Held
9.02MCall 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, FL156KShares$11.6 Million2.27% of portfolio