Mine & Arao Wealth Creation & Management, Llc. Engine No 1 ETF Tr Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$218 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	BUY	$42.51 - $53.52 $42 - $53	1 Added 1.05%	96 $4,000
Q1 2022 May 13, 2022	BUY	$48.58 - $56.22 $4,615 - $5,340	95 New	95 $5,000

Others Institutions Holding VOTE

# of Institutions

Shares Held

6.1M

Call Options Held

Put Options Held

Betterment LLC New York, NY

1.23M
Shares

$87.4 Million
0.2% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

795K
Shares

$56.5 Million
0.1% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

743K
Shares

$52.8 Million
0.03% of portfolio
Jpmorgan Chase & CO New York, NY

641K
Shares

$45.5 Million
0.0% of portfolio
Angeles Investment Advisors, LLC

511K
Shares

$36.3 Million
1.76% of portfolio

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