Napa Wealth Management SIMPLIFY EXCHANGE TRADED FUN Transaction History

Napa Wealth Management

  • $231 Billion
  • Q4 2024
Number of Shares
22,321
Previous 16,073 38.87%
Holding current value
$560 Million
Previous $407 Million 37.61%
% of portfolio
0.24%
Previous 0.19%

Shares

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

Feb 14, 2025
BUY
N/A
6,248 Added 38.87%
22,321 $560 Million
Q3 2024

Nov 07, 2024
BUY
N/A
16,073 New
16,073 $407 Million
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.

Choose your preferred platform and Sign Up 👇 Telegram Email