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 | Hartford Insurance Group, Inc. Common stock | $5.2K | +39 +0.95% | 4,157 0.05% of portfolio | low |
| Q2 2026 as of | Trim | Petroleo Brasileiro S.A. Petrobras Common stock | $-4.5K | -275 -1.14% | 23,949 0.04% 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 | New | CXAI CXApp Inc. Common Stock | $1.9K | +10K | 10,000 <0.01% 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 |
| Q2 2026 as of | Trim | 13321L108 Common stock | $-204 | -2 -0.08% | 2,546 0.02% of portfolio | low |