Navis Wealth Advisors, LLC Innovator Etfs Tr Uncapped Acc Transaction History

Navis Wealth Advisors, LLC

  • $116 Million
  • Q2 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Innovator Etfs Tr Uncapped Acc stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 8,297 shares of XUSP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,297
Previous 10,281 19.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
SELL
N/A
-1,984 Reduced 19.3%
8,297 $0
Q1 2025

Apr 23, 2025
SELL
N/A
-1,502 Reduced 12.75%
10,281 $0
Q4 2024

Jan 21, 2025
BUY
N/A
1,732 Added 17.23%
11,783 $0
Q3 2024

Oct 24, 2024
BUY
N/A
10,051 New
10,051 $0

Others Institutions Holding XUSP

# of Institutions
24
Shares Held
510K
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR UNCAPPED ACC

XUSP Quotes by TradingView
  • Ticker XUSP
More about XUSP
Track This Portfolio

Track Navis Wealth Advisors, LLC Portfolio

Follow Navis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Navis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Navis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email