Nav Point Financial, Inc. INVESTMENT MANAGERS SER TR I Transaction History

Nav Point Financial, Inc.

  • $166 Billion
  • Q2 2025
Number of Shares
334,806
Previous 314,295 6.53%
Holding current value
$11.4 Billion
Previous $9.44 Billion 20.6%
% of portfolio
6.88%
Previous 6.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
N/A
20,511 Added 6.53%
334,806 $11.4 Billion
Q1 2025

Apr 14, 2025
BUY
N/A
14,738 Added 4.92%
314,295 $9.44 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
7,495 Added 2.57%
299,557 $9.07 Billion
Q3 2024

Oct 31, 2024
BUY
N/A
1,994 Added 0.69%
292,062 $9.03 Billion
Q2 2024

Jul 26, 2024
BUY
N/A
290,068 New
290,068 $8.59 Billion
Track This Portfolio

Track Nav Point Financial, Inc. Portfolio

Follow Nav Point Financial, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nav Point Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nav Point Financial, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email