Napa Wealth Management ROUNDHILL ETF TRUST Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025
Number of Shares
57,389
Previous 55,952 2.57%
Holding current value
$2.54 Billion
Previous $2.47 Billion 2.65%
% of portfolio
1.19%
Previous 1.18%

Shares

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

Nov 12, 2025
BUY
N/A
1,437 Added 2.57%
57,389 $2.54 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
2,904 Added 5.47%
55,952 $2.47 Billion
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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