Navis Wealth Advisors, LLC Ishares Tr Transaction History
Navis Wealth Advisors, LLC
- $89.6 Million
- Q4 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 7,965 shares of IYM stock, worth $1.1 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
7,965
Previous 7,930
0.44%
Holding current value
$1.1 Million
Previous $1.19 Million
13.11%
% of portfolio
1.15%
Previous 1.31%
Shares
14 transactions
Others Institutions Holding IYM
# of Institutions
207Shares Held
2.49MCall Options Held
900Put Options Held
200-
Citigroup Inc452KShares$62.6 Million0.04% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ299KShares$41.3 Million0.76% of portfolio
-
Morgan Stanley New York, NY262KShares$36.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC129KShares$17.8 Million0.0% of portfolio
-
Commerce Bank Kansas City, MO127KShares$17.6 Million0.1% of portfolio