Navis Wealth Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History

Navis Wealth Advisors, LLC

  • $86.8 Million
  • Q2 2024

A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 2,500 shares of IAI stock, worth $321,850. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,500
Previous 2,500 -0.0%
Holding current value
$321,850
Previous $290,000 0.69%
% of portfolio
0.34%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 18, 2021
SELL
$79.16 - $96.74 $118,740 - $145,110
-1,500 Reduced 37.5%
2,500 $230,000
Q4 2020

Mar 04, 2021
BUY
$61.29 - $79.54 $245,160 - $318,160
4,000 New
4,000 $318,000

Others Institutions Holding IAI

# of Institutions
142
Shares Held
7.47M
Call Options Held
4.7K
Put Options Held
300
View Full List

About ISHARES TR US BROKER-DEALERS &

IAI Quotes by TradingView
  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
Track This Portfolio

Track Navis Wealth Advisors, LLC Portfolio

Follow Navis Wealth Advisors, LLC 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 Navis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Navis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email