Naviter Wealth, LLC Closed Holding Positions

Naviter Wealth, LLC

  • $710 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ALGN
Align Technology Inc

Healthcare
Q2 2022 Filed on Jul 18, 2022
11,783
$229.82 - $446.41 $2.71M - $5.26M
CHAD
Direxion Shs ETF Tr Daily Csi

ETFs
Q2 2022 Filed on Jul 18, 2022
50,000
N/A
COIN
Coinbase Global, Inc.

Technology
Q2 2022 Filed on Jul 18, 2022
604
$47.02 - $191.65 $28.4K - $116K
SAFE
Safehold Inc.

Real Estate
Q2 2022 Filed on Jul 18, 2022
12,421
$34.06 - $56.26 $423K - $699K
GM
General Motors CO

Consumer Cyclical
Q2 2022 Filed on Jul 18, 2022
57,351
$31.42 - $43.18 $1.8M - $2.48M
SLG
Sl Green Realty Corp

Real Estate
Q2 2022 Filed on Jul 18, 2022
3,739
$46.15 - $81.2 $173K - $304K
DIAL
Columbia ETF Tr I Diversified

ETFs
Q2 2022 Filed on Jul 18, 2022
593,850
$17.32 - $19.44 $10.3M - $11.5M
URI
United Rentals, Inc.

Industrials
Q2 2022 Filed on Jul 18, 2022
12,011
$235.84 - $354.0 $2.83M - $4.25M
OSK
Oshkosh Corp

Industrials
Q2 2022 Filed on Jul 18, 2022
32,450
$80.59 - $101.47 $2.62M - $3.29M
DTE
Dte Energy CO

Utilities
Q2 2022 Filed on Jul 18, 2022
26,310
$115.72 - $139.12 $3.04M - $3.66M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 18, 2022
36,296
$71.24 - $108.1 $2.59M - $3.92M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q2 2022 Filed on Jul 18, 2022
78,646
$26.59 - $36.97 $2.09M - $2.91M
LTC
Ltc Properties Inc

Real Estate
Q1 2022 Filed on Apr 21, 2022
7,217
$33.07 - $38.66 $239K - $279K
Ihs Markit LTD
Q1 2022 Filed on Apr 21, 2022
24,021
N/A
HYZD
Wisdomtree Tr Interest Rate He

ETFs
Q1 2022 Filed on Apr 21, 2022
27,459
$21.08 - $22.3 $579K - $612K
DOC
Physicians Realty Trust

Real Estate
Q1 2022 Filed on Apr 21, 2022
20,254
$16.26 - $19.01 $329K - $385K
EWJ
Ishares Msci Japan ETF

ETFs
Q1 2022 Filed on Apr 21, 2022
80,608
$58.18 - $67.99 $4.69M - $5.48M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q1 2022 Filed on Apr 21, 2022
13,911
$21.31 - $22.2 $296K - $309K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2022 Filed on Apr 21, 2022
26,576
$41.54 - $50.85 $1.1M - $1.35M
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2022 Filed on Apr 21, 2022
3,383
$66.84 - $79.66 $226K - $269K
IEV
Ishares Tr Europe ETF

ETFs
Q1 2022 Filed on Apr 21, 2022
79,686
$44.65 - $55.03 $3.56M - $4.39M
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on Apr 21, 2022
2,295
$99.96 - $115.1 $229K - $264K
FDM
First Trust Dow Jones Select M

ETFs
Q1 2022 Filed on Apr 21, 2022
36,416
$58.38 - $64.94 $2.13M - $2.36M
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