Naviter Wealth, LLC New Holdings in Q3 2024

Naviter Wealth, LLC

  • $710 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
339K
New
$36.82 - $39.74 $12.5M - $13.5M
339K $13.5M
DRSK
ETF Ser Solutions Aptus Define

ETFs
255K
New
$26.97 - $28.55 $6.89M - $7.29M
255K $7.23M
FSLR
First Solar, Inc.

Technology
2.9K
New
$205.36 - $255.78 $596K - $742K
2.9K $723K
VTI
Vanguard Total Stock Market Et

ETFs
2.07K
New
$255.18 - $283.2 $527K - $585K
2.07K $585K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.11K
New
$217.89 - $392.15 $241K - $433K
1.11K $309K
SPGI
S&P Global Inc.

Financial Services
581
New
$446.32 - $527.38 $259K - $306K
581 $300K
KKR
Kkr & Co. Inc.

Financial Services
2.28K
New
$104.51 - $133.23 $238K - $303K
2.28K $297K
SFNC
Simmons First National Corp

Financial Services
13.4K
New
$17.05 - $22.07 $229K - $296K
13.4K $288K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.41K
New
$106.11 - $113.72 $256K - $275K
2.41K $272K
MS
Morgan Stanley

Financial Services
2.6K
New
$92.07 - $106.96 $239K - $278K
2.6K $271K
FCX
Freeport Mcmoran Inc

Basic Materials
4.27K
New
$39.52 - $51.92 $169K - $222K
4.27K $213K
GE
General Electric CO

Industrials
1.13K
New
$156.66 - $189.66 $177K - $214K
1.13K $212K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
5.81K
New
$31.15 - $35.67 $181K - $207K
5.81K $204K
TRV
Travelers Companies, Inc.

Financial Services
866
New
$201.87 - $242.35 $175K - $210K
866 $202K
PAX
Patria Investments LTD

Financial Services
16.4K
New
$10.79 - $13.11 $177K - $215K
16.4K $183K
WSR
Whitestone Reit

Real Estate
13.6K
New
$12.84 - $14.31 $174K - $194K
13.6K $183K
MDV
Modiv Inc.

Real Estate
10.5K
New
$13.86 - $17.14 $146K - $180K
10.5K $176K
KOS
Kosmos Energy Ltd.

Energy
12K
New
$3.7 - $5.84 $44.4K - $70.1K
12K $48K
FJAN
First Exc Trd Viii Cboe Vest U
4.6K
New
N/A
4.6K $0
Activity Summary
Buys All Purchases 112 New Holdings 20 Increased Positions 92 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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