Purchases and Sales Made in Q4 2024 in Engine No 1 ETF Tr Transform C (NETZ)
This table provides information about the institutional ownership of Engine No 1 ETF Tr Transform C (NETZ) during Q4 2024. The information is specifically focused on institutions that hold shares of ENGINE NO 1 ETF TR TRANSFORM C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
104K+ 380.76% |
$7.53M - $8.17M
|
131K
$10.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
48.9K+ 93.64% |
$3.54M - $3.84M
|
101K
$8.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
25.2K+ 77.47% |
$1.82M - $1.98M
|
57.8K
$4.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
24.7K+ 62.68% |
$1.79M - $1.94M
|
64.2K
$5.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.9KNew |
$426K - $462K
|
5.9K
$485K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-370- 2.86% |
$26.7K - $29K
|
12.6K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.18K- 2.36% |
$85.2K - $92.5K
|
48.9K
$4.02M
|