Napa Wealth Management INVESCO ACTIVELY MANAGED EXC Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025
Number of Shares
27,320
Previous 26,884 1.62%
Holding current value
$700 Million
Previous $687 Million 1.82%
% of portfolio
0.33%
Previous 0.33%

Shares

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

Nov 12, 2025
BUY
N/A
436 Added 1.62%
27,320 $700 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-1,039 Reduced 3.72%
26,884 $687 Million
Q1 2025

May 14, 2025
BUY
N/A
1,681 Added 6.41%
27,923 $712 Million
Q4 2024

Feb 14, 2025
BUY
N/A
9,973 Added 61.3%
26,242 $673 Million
Q3 2024

Nov 07, 2024
BUY
N/A
16,269 New
16,269 $417 Million
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