Navis Wealth Advisors, LLC Ishares Tr Fallen Angels Usd B Transaction History
Navis Wealth Advisors, LLC
- $99.6 Million
- Q1 2025
A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 17,222 shares of FALN stock, worth $454,316. This represents 0.46% of its overall portfolio holdings.
Number of Shares
17,222
Previous 17,161
0.36%
Holding current value
$454,316
Previous $458,000
0.66%
% of portfolio
0.46%
Previous 0.51%
Shares
16 transactions
Others Institutions Holding FALN
# of Institutions
305Shares Held
51.1MCall Options Held
1KPut Options Held
0-
Mather Group, Llc. Chicago, IL10.1MShares$267 Million3.16% of portfolio
-
Bank Of America Corp Charlotte, NC5.43MShares$143 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.62MShares$69 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.16MShares$56.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.98MShares$52.3 Million0.02% of portfolio