Navis Wealth Advisors, LLC Ishares Short Term National Mu Transaction History
Navis Wealth Advisors, LLC
- $89.6 Million
- Q4 2024
Shares
7 transactions
Others Institutions Holding SUB
# of Institutions
901Shares Held
71.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$823 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$661 Million1.63% of portfolio
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Envestnet Asset Management Inc6.25MShares$661 Million0.22% of portfolio
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Morgan Stanley New York, NY3.5MShares$370 Million0.03% of portfolio
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Sei Investments CO Oaks, PA2.68MShares$283 Million0.38% of portfolio