Napa Wealth Management VICTORY PORTFOLIOS II Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025
Number of Shares
79,398
Previous 44,823 77.14%
Holding current value
$2.72 Billion
Previous $1.53 Billion 78.12%
% of portfolio
1.53%
Previous 0.66%

Shares

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

May 14, 2025
BUY
N/A
34,575 Added 77.14%
79,398 $2.72 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
44,823 New
44,823 $1.53 Billion
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