Svb Wealth LLC Engine No 1 ETF Tr Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	SELL	$49.65 - $53.26 $21,597 - $23,168	-435 Reduced 6.67%	6,090 $303,000
Q2 2023 Jul 24, 2023	BUY	$46.97 - $51.6 $306,479 - $336,690	6,525 New	6,525 $336,000

Others Institutions Holding VOTE

# of Institutions

76

Shares Held

6.1M

Call Options Held

0

Put Options Held

0

Betterment LLC New York, NY

1.23M
Shares

$87.5 Million
0.2% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

795K
Shares

$56.6 Million
0.1% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

743K
Shares

$52.9 Million
0.03% of portfolio
Jpmorgan Chase & CO New York, NY

641K
Shares

$45.6 Million
0.0% of portfolio
Angeles Investment Advisors, LLC

511K
Shares

$36.4 Million
1.76% of portfolio

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