Napa Wealth Management TIDAL TR II Transaction History

Napa Wealth Management

  • $231 Billion
  • Q4 2024
Number of Shares
35,413
Previous 24,995 41.68%
Holding current value
$600 Million
Previous $446 Million 34.69%
% of portfolio
0.26%
Previous 0.21%

Shares

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

Feb 14, 2025
BUY
N/A
10,418 Added 41.68%
35,413 $600 Million
Q3 2024

Nov 07, 2024
BUY
N/A
24,995 New
24,995 $446 Million
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