A detailed history of Napa Wealth Management transactions in Shp ETF Tr Neos Enhanced Incom stock. As of the latest transaction made, Napa Wealth Management holds 14,002 shares of CSHI stock, worth $0. This represents 0.33% of its overall portfolio holdings.

Number of Shares
14,002
Previous 26,989 48.12%
Holding current value
$0
Previous $1.34 Billion 48.13%
% of portfolio
0.33%
Previous 0.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
N/A
-12,987 Reduced 48.12%
14,002 $696 Million
Q2 2025

Aug 14, 2025

SELL
N/A
-127,782 Reduced 82.56%
26,989 $1.34 Billion
Q1 2025

May 14, 2025

SELL
N/A
-391,020 Reduced 71.64%
154,771 $7.68 Billion
Q4 2024

Feb 14, 2025

SELL
N/A
-372,724 Reduced 40.58%
545,791 $27.2 Billion
Q3 2024

Nov 07, 2024

BUY
N/A
918,515 New
918,515 $45.7 Billion

Others Institutions Holding CSHI

About SHP ETF TR NEOS ENHANCED INCOM


  • Ticker CSHI
More about CSHI
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.