Napa Wealth Management T Rowe Price Exchange Traded F Transaction History

Napa Wealth Management

$209 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$49.57 - $49.82 $284,730 - $286,166	5,744 New	5,744 $285 Million

Others Institutions Holding TBUX

# of Institutions

71

Shares Held

5.57M

Call Options Held

0

Put Options Held

0

Ars Wealth Advisors Group, LLC St. Petersburg, FL

1.3M
Shares

$65.2 Million
6.62% of portfolio
Raymond James Financial Inc St. Petersburg, FL

920K
Shares

$46 Million
0.02% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

294K
Shares

$14.7 Million
2.06% of portfolio
Price T Rowe Associates Inc Baltimore, MD

275K
Shares

$13.7 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

261K
Shares

$13.1 Million
0.01% of portfolio

About T ROWE PRICE EXCHANGE-TRADED F

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