Institutions / Naviter Wealth, LLC / Activity
Activity — Naviter Wealth, LLC
308 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Apple Inc. Common stock | $7.20M | +25K +25.00% | 124,422 3.27% of portfolio | medium |
| Q2 2026 as of | New | G0593M107 Common stock | $7.25M | +38K | 38,241 0.66% of portfolio | medium |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $8.56M | +43K +28.72% | 191,813 3.49% of portfolio | medium |
| Q2 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $13.42M | +28K +32.88% | 113,327 4.92% of portfolio | medium |
| Q2 2026 as of | Exit | Exxon Mobil Corp Common stock | $-17.10M | -142K -100.00% | 0 | medium |
| Q2 2026 as of | Add | 00162Q452 Common stock | $22.89M | +441K +36.84% | 1,639,760 7.72% of portfolio | medium |
| Q2 2026 as of | Add | 46641Q837 Common stock | $26.33M | +521K +89.99% | 1,099,150 5.05% of portfolio | medium |
| Q2 2026 as of | Add | 464288257 Common stock | $30.47M | +194K +101.79% | 384,843 5.49% of portfolio | medium |