Napa Wealth Management SIMPLIFY EXCHANGE TRADED FUN Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025
Number of Shares
19,838
Previous 22,321 11.12%
Holding current value
$506 Million
Previous $560 Million 9.6%
% of portfolio
0.29%
Previous 0.24%

Shares

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