Napa Wealth Management SIMPLIFY EXCHANGE TRADED FUN Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Number of Shares
145,345
Previous 124,142 17.08%
Holding current value
$4.09 Billion
Previous $3.86 Billion 5.93%
% of portfolio
1.95%
Previous 2.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
21,203 Added 17.08%
145,345 $4.09 Billion
Q1 2025

May 14, 2025
BUY
N/A
124,142 New
124,142 $3.86 Billion
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