Navis Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Navis Wealth Advisors, LLC

  • $90.8 Million
  • Q3 2024

A detailed history of Navis Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 9,973 shares of DES stock, worth $371,693. This represents 0.38% of its overall portfolio holdings.

Number of Shares
9,973
Previous 7,155 39.39%
Holding current value
$371,693
Previous $222,000 54.5%
% of portfolio
0.38%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$30.61 - $34.92 $86,258 - $98,404
2,818 Added 39.39%
9,973 $343,000
Q2 2024

Aug 02, 2024
BUY
$30.34 - $32.53 $16,899 - $18,119
557 Added 8.44%
7,155 $222,000
Q1 2024

Apr 29, 2024
BUY
$30.25 - $32.68 $199,589 - $215,622
6,598 New
6,598 $215,000

Others Institutions Holding DES

# of Institutions
351
Shares Held
29.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
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