Navis Wealth Advisors, LLC Ishares Tr Transaction History
Navis Wealth Advisors, LLC
- $99.6 Million
- Q1 2025
A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 7,993 shares of IYM stock, worth $1.04 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
7,993
Previous 7,965
0.35%
Holding current value
$1.04 Million
Previous $1.03 Million
4.16%
% of portfolio
1.08%
Previous 1.15%
Shares
15 transactions
Others Institutions Holding IYM
# of Institutions
215Shares Held
2.51MCall Options Held
900Put Options Held
200-
Citigroup Inc452KShares$58.8 Million0.04% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ299KShares$38.8 Million0.76% of portfolio
-
Morgan Stanley New York, NY262KShares$34.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC129KShares$16.7 Million0.0% of portfolio
-
Commerce Bank Kansas City, MO127KShares$16.5 Million0.1% of portfolio