Navis Wealth Advisors, LLC Alps ETF Tr Clean Energy ETF Transaction History
Navis Wealth Advisors, LLC
- $90.8 Million
- Q3 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Alps ETF Tr Clean Energy ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 22,261 shares of ACES stock, worth $615,739. This represents 0.72% of its overall portfolio holdings.
Number of Shares
22,261
Previous 22,409
0.66%
Holding current value
$615,739
Previous $631,000
3.65%
% of portfolio
0.72%
Previous 0.73%
Shares
16 transactions
Others Institutions Holding ACES
# of Institutions
55Shares Held
6.22MCall Options Held
0Put Options Held
0-
Cibc Private Wealth Group, LLC3.27MShares$90.4 Million0.18% of portfolio
-
International Assets Investment Management, LLC Orlando, FL1.63MShares$45.1 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO353KShares$9.77 Million0.01% of portfolio
-
Citigroup Inc160KShares$4.43 Million0.0% of portfolio
-
Morgan Stanley New York, NY139KShares$3.85 Million0.0% of portfolio