Trademark Financial Management, LLC Engine No 1 ETF Tr Transform C Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q4 2024
A detailed history of Trademark Financial Management, LLC transactions in Engine No 1 ETF Tr Transform C stock. As of the latest transaction made, Trademark Financial Management, LLC holds 4,155 shares of NETZ stock, worth $329,907. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,155
Previous 4,006
3.72%
Holding current value
$329,907
Previous $296 Million
1.81%
% of portfolio
0.24%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding NETZ
# of Institutions
51Shares Held
8.32MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL2.66MShares$211 Million3.33% of portfolio
-
Jpmorgan Chase & CO New York, NY2.01MShares$160 Million0.01% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.91MShares$151 Million3.65% of portfolio
-
Envestnet Asset Management Inc741KShares$58.9 Million0.02% of portfolio
-
Aspiriant, LLC131KShares$10.4 Million0.35% of portfolio