Napa Wealth Management MAREX GROUP PLC Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Number of Shares
13,785
Previous 6,038 128.3%
Holding current value
$544 Million
Previous $213 Million 155.13%
% of portfolio
0.26%
Previous 0.12%

Shares

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

Aug 14, 2025
BUY
N/A
7,747 Added 128.3%
13,785 $544 Million
Q1 2025

May 14, 2025
BUY
N/A
6,038 New
6,038 $213 Million
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