Napa Wealth Management TCW ETF TRUST Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025
Number of Shares
20,493
Previous 21,236 3.5%
Holding current value
$803 Million
Previous $821 Million 2.27%
% of portfolio
0.45%
Previous 0.36%

Shares

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