Napa Wealth Management TCW ETF TRUST Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Number of Shares
24,632
Previous 20,493 20.2%
Holding current value
$972 Million
Previous $803 Million 21.06%
% of portfolio
0.46%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
4,139 Added 20.2%
24,632 $972 Million
Q1 2025

May 14, 2025
SELL
N/A
-743 Reduced 3.5%
20,493 $803 Million
Q4 2024

Feb 14, 2025
BUY
N/A
21,236 New
21,236 $821 Million
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