Navis Wealth Advisors, LLC Alps ETF Tr Clean Energy ETF Transaction History
Navis Wealth Advisors, LLC
- $86.8 Million
- Q2 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Alps ETF Tr Clean Energy ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 22,409 shares of ACES stock, worth $667,564. This represents 0.73% of its overall portfolio holdings.
Number of Shares
22,409
Previous 24,465
8.4%
Holding current value
$667,564
Previous $726,000
13.09%
% of portfolio
0.73%
Previous 0.88%
Shares
15 transactions
Others Institutions Holding ACES
# of Institutions
60Shares Held
4.6MCall Options Held
0Put Options Held
0-
Cibc Private Wealth Group, LLC3.27MShares$97.4 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO353KShares$10.5 Million0.01% of portfolio
-
Citigroup Inc160KShares$4.77 Million0.0% of portfolio
-
Morgan Stanley New York, NY139KShares$4.15 Million0.0% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny100KShares$2.98 Million0.0% of portfolio