Napa Wealth Management NEOS ETF TRUST Transaction History

Napa Wealth Management

  • $231 Billion
  • Q4 2024
Number of Shares
28,722
Previous 22,162 29.6%
Holding current value
$1.41 Billion
Previous $1.14 Billion 23.53%
% of portfolio
0.61%
Previous 0.54%

Shares

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

Feb 14, 2025
BUY
N/A
6,560 Added 29.6%
28,722 $1.41 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
22,162 New
22,162 $1.14 Billion
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