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Engine No 1 Etf Trust shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty Wealth Management 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 Dynasty Wealth Management 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 Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $54M 731k 73.93
2024-06-30 $52M 758k 68.21
2024-03-31 $53M 775k 68.42

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tcw Transform Etf Trust Transform System (NETZ)

View all positions for Dynasty Wealth Management

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