Number of Shares
8,200
Previous 8,098 1.26%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025

BUY
N/A
102 Added 1.26%
8,200 $0
Q4 2024

Feb 07, 2025

BUY
N/A
8,098 New
8,098 $0
Track This Portfolio

Track Naviter Wealth, LLC Portfolio

Follow Naviter Wealth, 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 Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.