Napa Wealth Management ROUNDHILL ETF TRUST Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025
Number of Shares
70,038
Previous 29,725 135.62%
Holding current value
$2.43 Billion
Previous $1.19 Billion 104.18%
% of portfolio
1.37%
Previous 0.51%

Shares

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

May 14, 2025
BUY
N/A
40,313 Added 135.62%
70,038 $2.43 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
10,041 Added 51.01%
29,725 $1.19 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
19,684 New
19,684 $840 Million
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