Napa Wealth Management EA SERIES TRUST Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025
Number of Shares
67,591
Previous 56,557 19.51%
Holding current value
$7.7 Billion
Previous $6.37 Billion 20.76%
% of portfolio
3.61%
Previous 3.05%

Shares

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

Nov 12, 2025
BUY
N/A
11,034 Added 19.51%
67,591 $7.7 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
28,748 Added 103.38%
56,557 $6.37 Billion
Q1 2025

May 14, 2025
BUY
N/A
27,809 New
27,809 $3.1 Billion
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