Napa Wealth Management SIMPLIFY EXCHANGE TRADED FUN Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Number of Shares
18,972
Previous 19,838 4.37%
Holding current value
$453 Million
Previous $506 Million 10.49%
% of portfolio
0.22%
Previous 0.29%

Shares

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

Aug 14, 2025
SELL
N/A
-866 Reduced 4.37%
18,972 $453 Million
Q1 2025

May 14, 2025
SELL
N/A
-2,483 Reduced 11.12%
19,838 $506 Million
Q4 2024

Feb 14, 2025
BUY
N/A
6,248 Added 38.87%
22,321 $560 Million
Q3 2024

Nov 07, 2024
BUY
N/A
16,073 New
16,073 $407 Million
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