Napa Wealth Management Pacer Fds Tr Trendpilot Fd Fds Transaction History
Napa Wealth Management
- $213 Billion
- Q3 2025
A detailed history of Napa Wealth Management transactions in Pacer Fds Tr Trendpilot Fd Fds stock. As of the latest transaction made, Napa Wealth Management holds 141,201 shares of TRND stock, worth $4.76 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
141,201
Previous 79,709
77.15%
Holding current value
$4.76 Million
Previous $2.55 Billion
86.33%
% of portfolio
2.22%
Previous 1.22%
Shares
3 transactions
Others Institutions Holding TRND
# of Institutions
22Shares Held
1.24MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC439KShares$14.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC184KShares$6.22 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC144KShares$4.86 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL112KShares$3.79 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.43.6KShares$1.47 Million0.0% of portfolio