Napa Wealth Management Engine No 1 ETF Tr Transform C Transaction History
Napa Wealth Management
- $231 Billion
- Q4 2024
A detailed history of Napa Wealth Management transactions in Engine No 1 ETF Tr Transform C stock. As of the latest transaction made, Napa Wealth Management holds 7,032 shares of NETZ stock, worth $523,602. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,032
Previous 6,757
4.07%
Holding current value
$523,602
Previous $500 Million
2.16%
% of portfolio
0.22%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding NETZ
# of Institutions
51Shares Held
8.32MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL2.66MShares$198 Million3.33% of portfolio
-
Jpmorgan Chase & CO New York, NY2.01MShares$150 Million0.01% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.91MShares$142 Million3.65% of portfolio
-
Envestnet Asset Management Inc741KShares$55.2 Million0.02% of portfolio
-
Aspiriant, LLC131KShares$9.79 Million0.35% of portfolio