Napa Wealth Management ROUNDHILL ETF TRUST Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Number of Shares
55,952
Previous 53,048 5.47%
Holding current value
$2.47 Billion
Previous $2.4 Billion 3.19%
% of portfolio
1.18%
Previous 1.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email