Napa Wealth Management Simplify Exchange Traded Fds E Transaction History
Napa Wealth Management
- $178 Billion
- Q1 2025
A detailed history of Napa Wealth Management transactions in Simplify Exchange Traded Fds E stock. As of the latest transaction made, Napa Wealth Management holds 70,882 shares of HIGH stock, worth $0. This represents 0.88% of its overall portfolio holdings.
Number of Shares
70,882
Previous 79,113
10.4%
Holding current value
$0
Previous $1.82 Billion
14.61%
% of portfolio
0.88%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding HIGH
# of Institutions
61Shares Held
5.02MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC620KShares$00.0% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE486KShares$00.0% of portfolio
-
Beacon Capital Management, LLC473KShares$00.0% of portfolio
-
Principal Securities, Inc. Des Moines, IA327KShares$00.17% of portfolio
-
Ubs Group Ag280KShares$00.0% of portfolio