Napa Wealth Management EA SERIES TRUST Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025
Number of Shares
142,413
Previous 179,329 20.59%
Holding current value
$4.89 Billion
Previous $5.91 Billion 17.24%
% of portfolio
2.29%
Previous 2.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-36,916 Reduced 20.59%
142,413 $4.89 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
2,295 Added 1.3%
179,329 $5.91 Billion
Q1 2025

May 14, 2025
BUY
N/A
76,862 Added 76.73%
177,034 $5.51 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
100,172 New
100,172 $3.16 Billion
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