Napa Wealth Management INVESCO ACTIVELY MANAGED EXC Transaction History

Napa Wealth Management

  • $231 Billion
  • Q4 2024
Number of Shares
26,242
Previous 16,269 61.3%
Holding current value
$673 Million
Previous $417 Million 61.3%
% of portfolio
0.29%
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
9,973 Added 61.3%
26,242 $673 Million
Q3 2024

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