Navis Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History
Navis Wealth Advisors, LLC
- $89.6 Million
- Q4 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 2,535 shares of IWO stock, worth $653,016. This represents 0.81% of its overall portfolio holdings.
Number of Shares
2,535
Previous 2,535
-0.0%
Holding current value
$653,016
Previous $719,000
1.39%
% of portfolio
0.81%
Previous 0.79%
Shares
1 transactions
Others Institutions Holding IWO
# of Institutions
1,165Shares Held
34.6MCall Options Held
174KPut Options Held
60.5K-
Bank Of America Corp Charlotte, NC3.63MShares$935 Million0.09% of portfolio
-
Morgan Stanley New York, NY2.55MShares$656 Million0.05% of portfolio
-
Barings LLC1.54MShares$398 Million10.99% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.51MShares$389 Million1.32% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$354 Million1.21% of portfolio