Navis Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History
Navis Wealth Advisors, LLC
- $86.8 Million
- Q2 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 $718,469. This represents 0.77% of its overall portfolio holdings.
Number of Shares
2,535
Previous 2,535
-0.0%
Holding current value
$718,469
Previous $686,000
3.06%
% of portfolio
0.77%
Previous 0.83%
Shares
1 transactions
Others Institutions Holding IWO
# of Institutions
985Shares Held
33.4MCall Options Held
84KPut Options Held
36K-
Bank Of America Corp Charlotte, NC3.37MShares$956 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.51MShares$710 Million0.05% of portfolio
-
Barings LLC1.55MShares$439 Million10.0% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.42MShares$403 Million1.15% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$389 Million1.21% of portfolio