Napa Wealth Management TIDAL TR II Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025
Number of Shares
9,490
Previous 9,702 2.19%
Holding current value
$435 Million
Previous $488 Million 10.77%
% of portfolio
0.24%
Previous 0.21%

Shares

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

May 14, 2025
SELL
N/A
-212 Reduced 2.19%
9,490 $435 Million
Q4 2024

Feb 14, 2025
BUY
N/A
9,702 New
9,702 $488 Million
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