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Engine No 1 Etf Trust shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Engine No 1 Etf Trust (NETZ) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Engine No 1 Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Engine No 1 Etf Trust held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 50k 73.93
2024-06-30 $3.3M 49k 68.21
2024-03-31 $2.6M 38k 68.42
2023-12-31 $1.2M 22k 56.74

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Alphabet Cap Stk Cl A (GOOGL)
Principal Exchange Traded Active High Yl (YLD)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for Cyndeo Wealth Partners

Top funds holding Engine No 1 Etf Trust

Envestnet Asset Management
Dynasty Wealth Management
Jpmorgan Chase & Co
Signify Wealth
3EDGE Asset Management
Procyon Private Wealth Partners
Cyndeo Wealth Partners
David R. Rahn Inc. dba Avalon Capital Management
Albion Financial Group
Unique Wealth
Aspiriant
Bellevue Asset Management
TFC Financial Management
Orion Portfolio Solutions
Townsquare Capital

View all funds holding Engine No 1 Etf Trust