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Shp Etf Trust shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Shp Etf Trust (CSHI) 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 $46M 919k 49.80

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

Napa Wealth Management
Retirement Planning Group
International Assets Investment Management
Richard P Slaughter Associates
Gradient Investments
Atticus Wealth Management
Mercer Global Advisors
Advisor Group Holdings
LPL Financial
Mml Investors Services
Worth Asset Management
Atomi Financial Group
Gladstone Institutional Advisory
WT Wealth Management
Blue Investment Partners

View all funds holding Shp Etf Trust