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 $662,243. This represents 0.81% of its overall portfolio holdings.
Number of Shares
2,535
Previous 2,535
-0.0%
Holding current value
$662,243
Previous $719,000
1.39%
% of portfolio
0.81%
Previous 0.79%
Shares
1 transactions
Others Institutions Holding IWO
# of Institutions
1,166Shares Held
35.3MCall Options Held
174KPut Options Held
60.5K-
Bank Of America Corp Charlotte, NC3.63MShares$948 Million0.09% of portfolio
-
Morgan Stanley New York, NY2.55MShares$665 Million0.05% of portfolio
-
Barings LLC1.54MShares$403 Million10.99% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.51MShares$394 Million1.32% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$359 Million1.21% of portfolio