Wcg Wealth Advisors LLC Engine No 1 ETF Tr Transform C Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Engine No 1 ETF Tr Transform C stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 158,689 shares of NETZ stock, worth $11.8 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

158,689

Holding current value

$11.8 Million

% of portfolio

0.83%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	N/A	158,689 New	158,689 $11.8 Million

Others Institutions Holding NETZ

# of Institutions

Shares Held

9.28M

Call Options Held

Put Options Held

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

156K
Shares

$11.6 Million
2.27% of portfolio

View Full List

About ENGINE NO 1 ETF TR TRANSFORM C

Ticker NETZ
Sector ETFs
Industry ETFs

More about NETZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC Engine No 1 ETF Tr Transform C Transaction History