Navis Wealth Advisors, LLC Pgim ETF Tr Transaction History
Navis Wealth Advisors, LLC
- $82.9 Million
- Q1 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Pgim ETF Tr stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 58,465 shares of PULS stock, worth $2.91 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
58,465
Previous 53,840
8.59%
Holding current value
$2.91 Million
Previous $2.66 Million
9.25%
% of portfolio
3.5%
Previous 3.49%
Shares
7 transactions
Others Institutions Holding PULS
# of Institutions
246Shares Held
88.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY25.1MShares$1.25 Billion0.11% of portfolio
-
Morgan Stanley New York, NY11.2MShares$559 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$358 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.98MShares$247 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA3.48MShares$173 Million0.04% of portfolio