Roberts Wealth Advisors, LLC Engine No 1 ETF Tr Transform C Transaction History
Roberts Wealth Advisors, LLC
- $274 Million
- Q2 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 $334,983. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,544
Previous 4,544
-0.0%
Holding current value
$334,983
Previous $310,000
0.32%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding NETZ
# of Institutions
38Shares Held
2.24MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL758KShares$55.9 Million1.52% of portfolio
-
Envestnet Asset Management Inc701KShares$51.6 Million0.02% of portfolio
-
Gts Securities LLC New York, NY221KShares$16.3 Million0.03% of portfolio
-
Signify Wealth77.7KShares$5.73 Million7.98% of portfolio
-
Jpmorgan Chase & CO New York, NY58.4KShares$4.3 Million0.0% of portfolio