Napa Wealth Management PACER FDS TR Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Number of Shares
28,512
Previous 25,250 12.92%
Holding current value
$698 Million
Previous $610 Million 14.32%
% of portfolio
0.33%
Previous 0.34%

Shares

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

Aug 14, 2025
BUY
N/A
3,262 Added 12.92%
28,512 $698 Million
Q1 2025

May 14, 2025
BUY
N/A
6,353 Added 33.62%
25,250 $610 Million
Q4 2024

Feb 14, 2025
BUY
N/A
18,897 New
18,897 $481 Million
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