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 $751,804. This represents 0.81% of its overall portfolio holdings.
Number of Shares
2,535
Previous 2,535
-0.0%
Holding current value
$751,804
Previous $719,000
1.39%
% of portfolio
0.81%
Previous 0.79%
Shares
1 transactions
Others Institutions Holding IWO
# of Institutions
1,086Shares Held
33.3MCall Options Held
178KPut Options Held
176K-
Bank Of America Corp Charlotte, NC3.5MShares$1.04 Billion0.08% of portfolio
-
Morgan Stanley New York, NY2.56MShares$758 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.51MShares$447 Million1.28% of portfolio
-
Barings LLC1.49MShares$443 Million10.43% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$407 Million1.21% of portfolio