Napa Wealth Management ROUNDHILL ETF TRUST Transaction History

Napa Wealth Management

  • $231 Billion
  • Q4 2024
Number of Shares
24,415
Previous 16,814 45.21%
Holding current value
$1.22 Billion
Previous $887 Million 38.13%
% of portfolio
0.53%
Previous 0.42%

Shares

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

Feb 14, 2025
BUY
N/A
7,601 Added 45.21%
24,415 $1.22 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
16,814 New
16,814 $887 Million
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