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Exchange Listed Fds Tr saba int rate shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Exchange Listed Fds Tr saba int rate (CEFS) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Exchange Listed Fds Tr saba int rate

Tip: Access up to 7 years of quarterly data

All positions including Exchange Listed Fds Tr saba int rate held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exchange Listed Fds Tr saba int rate by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $968k 44k 22.25
2024-06-30 $689k 32k 21.29

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 Exchange Listed Fds Tr saba int rate

LPL Financial
Fortress Wealth Management
Foundations Investment Advisors
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
New England Private Wealth Advisors
Proficio Capital Partners
3EDGE Asset Management
Raymond James Financial Services Advisors
Family Management Corporation
Scotia Capital
XML Financial
Oppenheimer & Co
Raymond James & Associates

View all funds holding Exchange Listed Fds Tr saba int rate