Purchases and Sales Made in Q4 2024 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q4 2024. The information is specifically focused on institutions that hold shares of ENGINE NO 1 ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
23.6K+ 39.08% |
$1.57M - $1.69M
|
84.1K
$5.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
12.3K+ 24.22% |
$815K - $879K
|
63K
$4.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.15K+ 8.74% |
$607K - $655K
|
114K
$7.99M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
4.79K+ 100.21% |
$318K - $343K
|
9.58K
$673K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
520+ 4.8% |
$34.5K - $37.2K
|
11.3K
$797K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
112+ 19.28% |
$7.43K - $8.02K
|
693
$48.7K
|