Navis Wealth Advisors, LLC Sells in Q3 2024

Navis Wealth Advisors, LLC

  • $90.8 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
-492
- 9.72%
$696.17 - $892.35 $343K - $439K
4.57K $3.54M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-6.71K
- 53.75%
$39.47 - $49.4 $265K - $332K
5.78K $274K
IVV
Ishares Core S&P 500 ETF

ETFs
-199
- 18.36%
$520.18 - $576.82 $104K - $115K
885 $510K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1K
- 15.22%
$49.7 - $56.11 $49.7K - $56.1K
5.57K $305K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-6.24K
- 12.58%
$6.05 - $7.89 $37.8K - $49.2K
43.3K $310K
JNJ
Johnson & Johnson

Healthcare
-446
- 24.67%
$145.48 - $167.38 $64.9K - $74.7K
1.36K $220K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-1.05K
- 16.18%
$50.42 - $61.06 $52.7K - $63.9K
5.42K $330K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-280
- 10.45%
$90.87 - $102.43 $25.4K - $28.7K
2.4K $237K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-253
- 1.97%
$434.77 - $502.96 $110K - $127K
12.6K $6.14M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-83
- 2.85%
$81.31 - $83.29 $6.75K - $6.91K
2.83K $235K
UBER
Uber Technologies, Inc

Technology
-234
- 2.37%
$58.48 - $77.47 $13.7K - $18.1K
9.66K $725K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
-4.97K
- 7.0%
$2.49 - $3.87 $12.4K - $19.2K
66K $204K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
-148
- 0.66%
$26.45 - $32.24 $3.91K - $4.77K
22.3K $654K
IBM
International Business Machines Corp

Technology
-40
- 1.34%
$175.1 - $223.38 $7K - $8.94K
2.95K $653K
SPY
Spdr S&P 500 ETF Trust

ETFs
-452
- 2.16%
$517.38 - $573.86 $234K - $259K
20.5K $11.7M
Activity Summary
Buys All Purchases 58 New Holdings 10 Increased Positions 48 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 1 Puts 0
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