Napa Wealth Management PACER FDS TR Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025
Number of Shares
9,164
Previous 28,512 67.86%
Holding current value
$238 Million
Previous $698 Million 65.91%
% of portfolio
0.11%
Previous 0.33%

Shares

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

Nov 12, 2025
SELL
N/A
-19,348 Reduced 67.86%
9,164 $238 Million
Q2 2025

Aug 14, 2025
BUY
N/A
3,262 Added 12.92%
28,512 $698 Million
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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