Napa Wealth Management SIMPLIFY EXCHANGE TRADED FUN Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025
Number of Shares
24,889
Previous 23,443 6.17%
Holding current value
$722 Million
Previous $562 Million 28.53%
% of portfolio
0.41%
Previous 0.24%

Shares

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

May 14, 2025
BUY
N/A
1,446 Added 6.17%
24,889 $722 Million
Q4 2024

Feb 14, 2025
BUY
N/A
23,443 New
23,443 $562 Million
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