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Ishares Tr shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 40k 27.00

More positions owned by Napa Wealth Management

Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
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Meta Platforms Cl A (META)
Tesla Motors (TSLA)
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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)
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Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

Top funds holding Ishares Tr

Traphagen Investment Advisors
Franklin Resources
LPL Financial
Bank of America Corporation
Mml Investors Services
Envestnet Asset Management
Sanctuary Advisors
Fortress Wealth Group
Emerald Investment Partners
Tortoise Investment Management
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Cetera Investment Advisers
AlphaStar Capital Management

View all funds holding Ishares Tr