Napa Wealth Management NEOS ETF TRUST Transaction History

Napa Wealth Management

  • $231 Billion
  • Q4 2024
Number of Shares
10,928
Previous 7,587 44.04%
Holding current value
$572 Million
Previous $389 Million 46.95%
% of portfolio
0.25%
Previous 0.18%

Shares

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

Feb 14, 2025
BUY
N/A
3,341 Added 44.04%
10,928 $572 Million
Q3 2024

Nov 07, 2024
BUY
N/A
7,587 New
7,587 $389 Million
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