Navis Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Navis Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$92.27 - $107.68 $50,656 - $59,116	549 Added 2.07%	27,046 $2.62 Million
Q4 2022 Jan 25, 2023	BUY	$89.09 - $102.13 $22,094 - $25,328	248 Added 0.94%	26,497 $0
Q2 2022 Aug 09, 2022	BUY	$89.03 - $109.02 $25,284 - $30,961	284 Added 1.09%	26,249 $2.43 Million
Q1 2022 May 13, 2022	BUY	$102.32 - $116.69 $4,195 - $4,784	41 Added 0.16%	25,965 $2.8 Million
Q4 2021 Feb 11, 2022	BUY	$108.26 - $120.32 $31,720 - $35,253	293 Added 1.14%	25,924 $2.97 Million
Q2 2021 Aug 16, 2021	BUY	$106.38 - $116.3 $12,659 - $13,839	119 Added 0.47%	25,631 $2.9 Million
Q4 2020 Mar 04, 2021	BUY	$71.23 - $92.42 $1.82 Million - $2.36 Million	25,512 New	25,512 $2.35 Million

2,538

496M

771K

97.4K

Get notified when there are updates to the investment portfolio of Navis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

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