Napa Wealth Management Shp ETF Tr Neos Enhanced Incom Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025

A detailed history of Napa Wealth Management transactions in Shp ETF Tr Neos Enhanced Incom stock. As of the latest transaction made, Napa Wealth Management holds 154,771 shares of CSHI stock, worth $0. This represents 4.32% of its overall portfolio holdings.

Number of Shares
154,771
Previous 545,791 71.64%
Holding current value
$0
Previous $27.2 Billion 71.75%
% of portfolio
4.32%
Previous 11.75%

Shares

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

May 14, 2025
SELL
N/A
-391,020 Reduced 71.64%
154,771 $7.68 Billion
Q4 2024

Feb 14, 2025
SELL
N/A
-372,724 Reduced 40.58%
545,791 $27.2 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
918,515 New
918,515 $45.7 Billion

Others Institutions Holding CSHI

# of Institutions
89
Shares Held
4.99M
Call Options Held
0
Put Options Held
0
View Full List

About SHP ETF TR NEOS ENHANCED INCOM

CSHI Quotes by TradingView
  • Ticker CSHI
More about CSHI
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email