Naviter Wealth, LLC Sells in Q4 2024

Naviter Wealth, LLC

  • $814 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCC
Owl Rock Capital Corp

Financial Services
-16.2K
- 4.88%
N/A
316K $4.23M
HSBC
Hsbc Holdings PLC

Financial Services
-12.3K
- 13.13%
$43.83 - $49.51 $537K - $607K
81.1K $4.01M
ING
Ing Groep Nv

Financial Services
-717
- 0.93%
$15.1 - $17.73 $10.8K - $12.7K
76.6K $1.2M
ELS
Equity Lifestyle Properties Inc

Real Estate
-2.05K
- 15.56%
$66.06 - $72.51 $135K - $148K
11.1K $739K
SAN
Banco Santander, S.A.

Financial Services
-699
- 0.2%
$4.49 - $5.05 $3.14K - $3.53K
343K $1.56M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-2.56K
- 13.69%
$46.46 - $51.66 $119K - $132K
16.2K $778K
OXLC
Oxford Lane Capital Corp.

Financial Services
-33.8K
- 69.53%
$5.05 - $5.45 $171K - $184K
14.8K $75K
RELX
Relx PLC

Communication Services
-1.54K
- 3.61%
$44.45 - $48.63 $68.3K - $74.7K
41K $1.86M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-10.6K
- 4.83%
$14.69 - $15.67 $156K - $167K
210K $3.18M
HDB
Hdfc Bank LTD

Financial Services
-2.9K
- 6.95%
$59.45 - $68.01 $173K - $197K
38.9K $2.48M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.26K
- 0.95%
$35.45 - $40.33 $44.6K - $50.8K
132K $4.73M
GBIL
Goldman Sachs Access Treasury

ETFs
-790
- 24.38%
$99.85 - $100.22 $78.9K - $79.2K
2.45K $244K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-7.48K
- 6.6%
$19.79 - $21.6 $148K - $162K
106K $2.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-125
- 1.36%
$96.64 - $101.23 $12.1K - $12.7K
9.08K $879K
RDVY
First Trust Rising Dividend Ac

ETFs
-643
- 0.38%
$58.65 - $64.37 $37.7K - $41.4K
168K $9.91M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-1.38K
- 9.02%
$19.8 - $20.06 $27.2K - $27.6K
13.9K $275K
WSR
Whitestone Reit

Real Estate
-2.1K
- 15.48%
$13.24 - $15.22 $27.8K - $31.9K
11.5K $162K
FSK
Fs Kkr Capital Corp

Financial Services
-23.4K
- 9.51%
$19.71 - $22.22 $460K - $519K
222K $4.83M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
-1.51K
- 6.72%
$6.37 - $7.15 $9.6K - $10.8K
20.9K $138K
SPY
Spdr S&P 500 ETF Trust

ETFs
-80
- 2.41%
$567.81 - $607.81 $45.4K - $48.6K
3.25K $1.9M
ERNA
Eterna Therapeutics Inc. Commo
-31.5K
- 40.01%
N/A
47.3K $0
FJAN
First Exc Trd Viii Cboe Vest U
-200
- 4.34%
N/A
4.4K $0
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-3.23K
- 0.95%
$39.5 - $41.38 $128K - $134K
336K $13.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7
- 0.16%
$521.84 - $558.82 $3.65K - $3.91K
4.38K $2.36M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-28.9K
- 10.37%
$9.95 - $12.23 $288K - $354K
250K $2.93M
MFG
Mizuho Financial Group Inc

Financial Services
-2.92K
- 1.01%
$4.05 - $5.26 $11.8K - $15.4K
286K $1.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-7
- 1.81%
$4100.99 - $5300.34 $28.7K - $37.1K
379 $1.88M
CRM
Salesforce, Inc.

Technology
-339
- 3.56%
$270.87 - $367.87 $91.8K - $125K
9.19K $3.07M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.84K
- 6.56%
$213.65 - $479.86 $393K - $882K
26.2K $10.6M
Activity Summary
Buys All Purchases 181 New Holdings 64 Increased Positions 117 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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