Institutions / Naviter Wealth, LLC / Activity
Activity — Naviter Wealth, LLC
208 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 37954Y889 Common stock | $8.7K | +98 +3.40% | 2,978 0.02% of portfolio | low |
| Q2 2026 as of | Add | Western Midstream Partners LP Common stock | $7.7K | +175 +2.81% | 6,400 0.03% of portfolio | low |
| Q2 2026 as of | Add | Monolithic Power Systems Inc Common stock | $6.9K | +5 +1.97% | 259 0.03% of portfolio | low |
| Q2 2026 as of | Add | Hartford Insurance Group, Inc. Common stock | $5.2K | +39 +0.95% | 4,157 0.05% of portfolio | low |
| Q2 2026 as of | Add | First Solar Inc Common stock | $2.6K | +11 +0.75% | 1,468 0.03% of portfolio | low |
| Q2 2026 as of | Add | RB Global Inc Common stock | $1.4K | +12 +0.29% | 4,172 0.04% of portfolio | low |
| Q2 2026 as of | Add | Monster Beverage Corp Common stock | $577 | +6 +0.21% | 2,866 0.03% of portfolio | low |
| Q2 2026 as of | Add | Medpace Holdings, Inc. Common stock | $530 | +1 +0.23% | 433 0.02% of portfolio | low |