Napa Wealth Management Simplify Exch Traded Fds Simpl Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025

A detailed history of Napa Wealth Management transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Napa Wealth Management holds 210,055 shares of CTA stock, worth $5.73 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares
210,055
Previous 263,528 20.29%
Holding current value
$5.73 Million
Previous $7.05 Billion 16.62%
% of portfolio
2.75%
Previous 3.37%

Shares

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

Nov 12, 2025
SELL
$26.46 - $28.43 $1.41 Million - $1.52 Million
-53,473 Reduced 20.29%
210,055 $5.88 Billion
Q2 2025

Aug 14, 2025
SELL
$26.61 - $29.9 $499,682 - $561,462
-18,778 Reduced 6.65%
263,528 $7.05 Billion
Q1 2025

May 14, 2025
BUY
$27.81 - $30.21 $6.81 Million - $7.4 Million
244,939 Added 655.5%
282,306 $8.36 Billion
Q4 2024

Feb 14, 2025
SELL
$25.8 - $28.97 $187,798 - $210,872
-7,279 Reduced 16.3%
37,367 $1.04 Billion
Q3 2024

Nov 07, 2024
BUY
$25.73 - $27.07 $1.15 Million - $1.21 Million
44,646 New
44,646 $1.16 Billion

Others Institutions Holding CTA

# of Institutions
203
Shares Held
28.3M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email