Naviter Wealth, LLC Purchases and Sells in Q3 2024

Naviter Wealth, LLC

$710 Million
Q3 2024

Top Buys

Incresed Positions

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMLP	109K + 14.16%	$44.66 - $49.15 $4.86M - $5.35M	877K $41.3M
TSLA	5.76K + 25.91%	$191.76 - $263.26 $1.11M - $1.52M	28K $7.33M
RDVY	38.2K + 29.42%	$53.68 - $59.24 $2.05M - $2.26M	168K $9.96M
FSIG	94.8K + 46.64%	$18.72 - $19.32 $1.77M - $1.83M	298K $5.72M
NVDA	16.5K + 14.65%	$98.91 - $134.91 $1.63M - $2.23M	129K $15.7M
BABA	959 + 2.07%	$72.18 - $107.33 $69.2K - $103K	47.3K $5.02M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACIO	339K New	$36.82 - $39.74 $12.5M - $13.5M	339K $13.5M
DRSK	255K New	$26.97 - $28.55 $6.89M - $7.29M	255K $7.23M
FSLR	2.9K New	$205.36 - $255.78 $596K - $742K	2.9K $723K
VTI	2.07K New	$255.18 - $283.2 $527K - $585K	2.07K $585K
CRWD	1.11K New	$217.89 - $392.15 $241K - $433K	1.11K $309K
SPGI	581 New	$446.32 - $527.38 $259K - $306K	581 $300K

Top Sells

Reduced Positions

107 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	-149K - 94.58%	$54.98 - $59.51 $8.2M - $8.88M	8.54K $508K
FVD	-121K - 95.71%	$40.45 - $45.49 $4.89M - $5.5M	5.43K $246K
USRT	-33.6K - 76.48%	$53.07 - $62.66 $1.78M - $2.11M	10.3K $636K
FSMB	-39.5K - 72.18%	$19.74 - $20.07 $780K - $794K	15.2K $304K
MEG	-6.3K - 26.41%	$26.29 - $42.29 $166K - $266K	17.5K $461K
TSM	-3.01K - 3.75%	$147.95 - $191.05 $445K - $574K	77.2K $13.4M

Activity Summary All Purchases 112 New Holdings 20 Increased Positions 92 All Sells 107 Reductions 107 Sold out 0 Calls 0 Puts 0

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