Napa Wealth Management INVESCO ACTIVELY MANAGED EXC Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Number of Shares
26,884
Previous 27,923 3.72%
Holding current value
$687 Million
Previous $712 Million 3.46%
% of portfolio
0.33%
Previous 0.4%

Shares

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

Aug 14, 2025
SELL
N/A
-1,039 Reduced 3.72%
26,884 $687 Million
Q1 2025

May 14, 2025
BUY
N/A
1,681 Added 6.41%
27,923 $712 Million
Q4 2024

Feb 14, 2025
BUY
N/A
9,973 Added 61.3%
26,242 $673 Million
Q3 2024

Nov 07, 2024
BUY
N/A
16,269 New
16,269 $417 Million
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