Navis Wealth Advisors, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Navis Wealth Advisors, LLC
- $129 Million
- Q3 2025
A detailed history of Navis Wealth Advisors, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 3,960 shares of FSEP stock, worth $200,613. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,960Holding current value
$200,613% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding FSEP
# of Institutions
146Shares Held
5.75MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc547KShares$27.7 Million0.01% of portfolio
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Cwm, LLC429KShares$21.8 Million0.07% of portfolio
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Cetera Investment Advisers Schaumburg, IL412KShares$20.9 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ337KShares$17.1 Million0.03% of portfolio
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Commonwealth Equity Services, LLC307KShares$15.5 Million0.02% of portfolio