Cyndeo Wealth Partners, LLC Engine No 1 ETF Tr Transform C Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Engine No 1 ETF Tr Transform C stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 48,876 shares of NETZ stock, worth $3.99 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
48,876
Previous 50,055
2.36%
Holding current value
$3.99 Million
Previous $3.7 Million
4.16%
% of portfolio
0.25%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding NETZ
# of Institutions
41Shares Held
2.45MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc732KShares$59.8 Million0.02% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL731KShares$59.7 Million1.63% of portfolio
-
Aspiriant, LLC131KShares$10.7 Million0.35% of portfolio
-
Procyon Advisors, LLC101KShares$8.27 Million0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY94.2KShares$7.7 Million0.0% of portfolio