Napa Wealth Management SERIES PORTFOLIOS TR Transaction History

Napa Wealth Management

  • $231 Billion
  • Q4 2024
Number of Shares
19,974
Previous 15,493 28.92%
Holding current value
$538 Million
Previous $416 Million 29.26%
% of portfolio
0.23%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
4,481 Added 28.92%
19,974 $538 Million
Q3 2024

Nov 07, 2024
BUY
N/A
15,493 New
15,493 $416 Million
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