Napa Wealth Management TIDAL TR II Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Number of Shares
9,474
Previous 9,490 0.17%
Holding current value
$472 Million
Previous $435 Million 8.51%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Aug 14, 2025
SELL
N/A
-16 Reduced 0.17%
9,474 $472 Million
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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