Navis Wealth Advisors, LLC ADVISOR MANAGED PORTFOLIOS Transaction History

Navis Wealth Advisors, LLC

  • $116 Million
  • Q2 2025
Number of Shares
9,613
Previous 10,613 9.42%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-1,000 Reduced 9.42%
9,613 $0
Q4 2024

Jan 21, 2025
BUY
N/A
58 Added 0.55%
10,613 $0
Q4 2023

Feb 05, 2024
BUY
N/A
10,555 New
10,555 $0
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