Napa Wealth Management GLOBAL X FDS Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Number of Shares
153,265
Previous 81,722 87.54%
Holding current value
$5.94 Billion
Previous $2.75 Billion 116.14%
% of portfolio
2.84%
Previous 1.55%

Shares

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

Aug 14, 2025
BUY
N/A
71,543 Added 87.54%
153,265 $5.94 Billion
Q1 2025

May 14, 2025
BUY
N/A
81,722 New
81,722 $2.75 Billion
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