Napa Wealth Management TIDAL TR II Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025
Number of Shares
23,458
Previous 35,413 33.76%
Holding current value
$313 Million
Previous $600 Million 47.79%
% of portfolio
0.18%
Previous 0.26%

Shares

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

May 14, 2025
SELL
N/A
-11,955 Reduced 33.76%
23,458 $313 Million
Q4 2024

Feb 14, 2025
BUY
N/A
10,418 Added 41.68%
35,413 $600 Million
Q3 2024

Nov 07, 2024
BUY
N/A
24,995 New
24,995 $446 Million
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