Napa Wealth Management ROUNDHILL ETF TRUST Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Number of Shares
73,542
Previous 70,038 5.0%
Holding current value
$2.61 Billion
Previous $2.43 Billion 7.49%
% of portfolio
1.25%
Previous 1.37%

Shares

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

Aug 14, 2025
BUY
N/A
3,504 Added 5.0%
73,542 $2.61 Billion
Q1 2025

May 14, 2025
BUY
N/A
40,313 Added 135.62%
70,038 $2.43 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
10,041 Added 51.01%
29,725 $1.19 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
19,684 New
19,684 $840 Million
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