Napa Wealth Management »

Roundhill Etf Trust shares owned by Napa Wealth Management

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

Historical chart of Napa Wealth Management investment in Roundhill Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Roundhill Etf Trust by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $887k 17k 52.73

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 Roundhill Etf Trust

Jane Street
Old Mission Capital
Napa Wealth Management
Cambridge Investment Research Advisors
Commonwealth Equity Services
CWM
Harbour Investments
Simplex Trading
Tucker Asset Management
Morgan Stanley

View all funds holding Roundhill Etf Trust