Napa Wealth Management EA SERIES TRUST Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025
Number of Shares
177,034
Previous 100,172 76.73%
Holding current value
$5.51 Billion
Previous $3.16 Billion 74.35%
% of portfolio
3.1%
Previous 1.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
76,862 Added 76.73%
177,034 $5.51 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
100,172 New
100,172 $3.16 Billion
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