Napa Wealth Management Pimco Rafi Dynamic Multi Facto Transaction History
Napa Wealth Management
- $213 Billion
- Q3 2025
A detailed history of Napa Wealth Management transactions in Pimco Rafi Dynamic Multi Facto stock. As of the latest transaction made, Napa Wealth Management holds 22,632 shares of MFDX stock, worth $851,189. This represents 0.39% of its overall portfolio holdings.
Number of Shares
22,632
Previous 22,893
1.14%
Holding current value
$851,189
Previous $823 Million
2.26%
% of portfolio
0.39%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding MFDX
# of Institutions
54Shares Held
8.79MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE3.11MShares$117 Million44.14% of portfolio
-
Financial Consulate, Inc1.63MShares$61.1 Million8.91% of portfolio
-
Fundamentun, LLC Beachwood, OH1.26MShares$47.2 Million2.12% of portfolio
-
Mariner, LLC Overland Park, KS900KShares$33.9 Million0.04% of portfolio
-
Austin Wealth Management, LLC Austin, TX273KShares$10.3 Million1.58% of portfolio