Roberts Wealth Advisors, LLC Engine No 1 ETF Tr Transform C Transaction History
Roberts Wealth Advisors, LLC
- $303 Million
- Q4 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Engine No 1 ETF Tr Transform C stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 4,544 shares of NETZ stock, worth $360,793. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,544
Previous 4,544
-0.0%
Holding current value
$360,793
Previous $335,000
1.79%
% of portfolio
0.11%
Previous 0.11%
Shares
2 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$211 Million3.33% of portfolio
-
Jpmorgan Chase & CO New York, NY2.01MShares$160 Million0.01% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.91MShares$151 Million3.65% of portfolio
-
Envestnet Asset Management Inc741KShares$58.9 Million0.02% of portfolio
-
Aspiriant, LLC131KShares$10.4 Million0.35% of portfolio