Napa Wealth Management SSGA ACTIVE TR Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025
Number of Shares
18,149
Previous 18,358 1.14%
Holding current value
$463 Million
Previous $463 Million 0.1%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Nov 12, 2025
SELL
N/A
-209 Reduced 1.14%
18,149 $463 Million
Q2 2025

Aug 14, 2025
BUY
N/A
18,358 New
18,358 $463 Million
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