Navis Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Navis Wealth Advisors, LLC
- $89.6 Million
- Q4 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 19,370 shares of DON stock, worth $996,780. This represents 1.1% of its overall portfolio holdings.
Number of Shares
19,370
Previous 16,955
14.24%
Holding current value
$996,780
Previous $866,000
13.97%
% of portfolio
1.1%
Previous 0.95%
Shares
13 transactions
Others Institutions Holding DON
# of Institutions
483Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$232 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$128 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$107 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$94.6 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$82 Million0.02% of portfolio