Napa Wealth Management Shp ETF Tr Neos Enhanced Incom Transaction History
Napa Wealth Management
- $231 Billion
- Q4 2024
A detailed history of Napa Wealth Management transactions in Shp ETF Tr Neos Enhanced Incom stock. As of the latest transaction made, Napa Wealth Management holds 545,791 shares of CSHI stock, worth $0. This represents 11.75% of its overall portfolio holdings.
Number of Shares
545,791
Previous 918,515
40.58%
Holding current value
$0
Previous $45.7 Billion
40.56%
% of portfolio
11.75%
Previous 21.65%
Shares
2 transactions
Others Institutions Holding CSHI
# of Institutions
80Shares Held
5.44MCall Options Held
0Put Options Held
0-
Richard P Slaughter Associates Inc738KShares$00.0% of portfolio
-
Gradient Investments LLC529KShares$00.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO445KShares$00.0% of portfolio
-
Retirement Planning Group404KShares$00.0% of portfolio
-
Atticus Wealth Management, LLC400KShares$00.0% of portfolio