Napa Wealth Management SIMPLIFY EXCHANGE TRADED FUN Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025
Number of Shares
20,915
Previous 18,972 10.24%
Holding current value
$495 Million
Previous $453 Million 9.16%
% of portfolio
0.23%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
1,943 Added 10.24%
20,915 $495 Million
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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