Dynasty Wealth Management, LLC Engine No 1 ETF Tr Transform C Call Options Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding NETZ
# of Institutions
51Shares Held
8.67MCall Options Held
0Put Options Held
0-
Sagespring Wealth Partners, LLC Franklin, TN2.16MShares$161 Million3.8% of portfolio
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Jpmorgan Chase & CO New York, NY2.01MShares$150 Million0.01% of portfolio
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Envestnet Asset Management Inc741KShares$55.2 Million0.02% of portfolio
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Aspiriant, LLC139KShares$10.3 Million0.36% of portfolio
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Unique Wealth, LLC Tampa, FL125KShares$9.34 Million1.65% of portfolio