Napa Wealth Management ROUNDHILL ETF TRUST Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025
Number of Shares
53,048
Previous 24,415 117.28%
Holding current value
$2.4 Billion
Previous $1.22 Billion 95.7%
% of portfolio
1.35%
Previous 0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
28,633 Added 117.28%
53,048 $2.4 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
7,601 Added 45.21%
24,415 $1.22 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
16,814 New
16,814 $887 Million
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