Napa Wealth Management SIMPLIFY EXCHANGE TRADED FUN Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025
Number of Shares
33,739
Previous 145,345 76.79%
Holding current value
$1.02 Billion
Previous $4.09 Billion 75.07%
% of portfolio
0.48%
Previous 1.95%

Shares

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

Nov 12, 2025
SELL
N/A
-111,606 Reduced 76.79%
33,739 $1.02 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
21,203 Added 17.08%
145,345 $4.09 Billion
Q1 2025

May 14, 2025
BUY
N/A
124,142 New
124,142 $3.86 Billion
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