Napa Wealth Management Pacer Fds Tr Trendpilot Fd Fds Call Options Transaction History

Napa Wealth Management

$209 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TRND

# of Institutions

20

Shares Held

1.15M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

439K
Shares

$14.7 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

184K
Shares

$6.16 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

128K
Shares

$4.27 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

111K
Shares

$3.71 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

43.2K
Shares

$1.45 Million
0.0% of portfolio

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