Navis Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History
Navis Wealth Advisors, LLC
- $129 Million
- Q3 2025
A detailed history of Navis Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 11,047 shares of POCT stock, worth $477,119. This represents 0.37% of its overall portfolio holdings.
Number of Shares
11,047
Previous 11,047
-0.0%
Holding current value
$477,119
Previous $456,000
4.39%
% of portfolio
0.37%
Previous 0.39%
Shares
1 transactions
Others Institutions Holding POCT
# of Institutions
223Shares Held
18.2MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.98MShares$85.7 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC1.46MShares$63 Million0.38% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.44MShares$62.4 Million0.81% of portfolio
-
Cerity Partners LLC New York, NY1.16MShares$50 Million0.08% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ703KShares$30.4 Million0.05% of portfolio