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Shp Etf Trust shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Shp Etf Trust (BNDI) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 43k 48.68

More positions owned by Napa Wealth Management

Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

Top funds holding Shp Etf Trust

Retirement Planning Group
Camarda Wealth Advisory
Napa Wealth Management
Atomi Financial Group
Moloney Securities Asset Management
Jane Street
Citadel Advisors
Advisor Group Holdings
Global Retirement Partners
DHJJ Financial Advisors
Morgan Stanley
Atticus Wealth Management

View all funds holding Shp Etf Trust