Napa Wealth Management EA SERIES TRUST Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Number of Shares
179,329
Previous 177,034 1.3%
Holding current value
$5.91 Billion
Previous $5.51 Billion 7.32%
% of portfolio
2.83%
Previous 3.1%

Shares

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