Napa Wealth Management ROUNDHILL ETF TRUST Transaction History

Napa Wealth Management

  • $231 Billion
  • Q4 2024
Number of Shares
29,725
Previous 19,684 51.01%
Holding current value
$1.19 Billion
Previous $840 Million 41.63%
% of portfolio
0.51%
Previous 0.4%

Shares

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