Navis Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History
Navis Wealth Advisors, LLC
- $89.6 Million
- Q4 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 2,535 shares of IWO stock, worth $750,486. This represents 0.81% of its overall portfolio holdings.
Number of Shares
2,535
Previous 2,535
-0.0%
Holding current value
$750,486
Previous $719,000
1.39%
% of portfolio
0.81%
Previous 0.79%
Shares
1 transactions
Others Institutions Holding IWO
# of Institutions
1,116Shares Held
34.3MCall Options Held
180KPut Options Held
64.2K-
Bank Of America Corp Charlotte, NC3.5MShares$1.04 Billion0.08% of portfolio
-
Morgan Stanley New York, NY2.56MShares$757 Million0.05% of portfolio
-
Barings LLC1.54MShares$457 Million10.99% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.51MShares$446 Million1.28% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$407 Million1.21% of portfolio