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

Roberts Wealth Advisors, LLC

$354 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding NETZ

# of Institutions

78

Shares Held

9.42M

Call Options Held

0

Put Options Held

0

Dynasty Wealth Management, LLC St. Petersburg, FL

2.36M
Shares

$176 Million
2.78% of portfolio
Jpmorgan Chase & CO New York, NY

2.35M
Shares

$175 Million
0.01% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

2.24M
Shares

$167 Million
4.36% of portfolio
Vestmark Advisory Solutions, Inc.

626K
Shares

$46.6 Million
0.76% of portfolio
Unique Wealth, LLC Tampa, FL

183K
Shares

$13.6 Million
2.62% of portfolio

About ENGINE NO 1 ETF TR TRANSFORM C

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