Naviter Wealth, LLC MORGAN STANLEY DIRECT LENDIN Transaction History

Naviter Wealth, LLC

  • $842 Million
  • Q3 2025
Number of Shares
161,329
Previous 180,325 10.53%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
N/A
-18,996 Reduced 10.53%
161,329 $0
Q2 2025

Jul 28, 2025
BUY
N/A
6,011 Added 3.45%
180,325 $0
Q1 2025

Apr 25, 2025
BUY
N/A
12,753 Added 7.89%
174,314 $0
Q4 2024

Feb 07, 2025
BUY
N/A
161,561 New
161,561 $0
Track This Portfolio

Track Naviter Wealth, LLC Portfolio

Follow Naviter Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email