Napa Wealth Management PACER FDS TR Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025
Number of Shares
46,730
Previous 38,624 20.99%
Holding current value
$1.16 Billion
Previous $878 Million 31.69%
% of portfolio
0.54%
Previous 0.42%

Shares

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

Nov 12, 2025
BUY
N/A
8,106 Added 20.99%
46,730 $1.16 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
38,624 New
38,624 $878 Million
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