Napa Wealth Management NEOS ETF TRUST Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025
Number of Shares
10,126
Previous 10,928 7.34%
Holding current value
$480 Million
Previous $572 Million 16.08%
% of portfolio
0.27%
Previous 0.25%

Shares

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

May 14, 2025
SELL
N/A
-802 Reduced 7.34%
10,126 $480 Million
Q4 2024

Feb 14, 2025
BUY
N/A
3,341 Added 44.04%
10,928 $572 Million
Q3 2024

Nov 07, 2024
BUY
N/A
7,587 New
7,587 $389 Million
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