Napa Wealth Management PACER FDS TR Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025
Number of Shares
25,250
Previous 18,897 33.62%
Holding current value
$610 Million
Previous $481 Million 26.9%
% of portfolio
0.34%
Previous 0.21%

Shares

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

May 14, 2025
BUY
N/A
6,353 Added 33.62%
25,250 $610 Million
Q4 2024

Feb 14, 2025
BUY
N/A
18,897 New
18,897 $481 Million
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