Navis Wealth Advisors, LLC NOBL Holdings History
Navis Wealth Advisors, LLC's ProShares S&P 500 Dividend Aristocrats ETF Holding Summary
As of 2025-03-31, Navis Wealth Advisors, LLC held 19,392.00 shares of ProShares S&P 500 Dividend Aristocrats ETF(NOBL), totaling $1.98 Mil. This investment constitutes 1.95% of their stock portfolio, and Navis Wealth Advisors, LLC now holds 0.02% of the outstanding ProShares S&P 500 Dividend Aristocrats ETF(NOBL) stock.
The initial trade took place in 2020Q4. And since then Navis Wealth Advisors, LLC has made 11 purchases of NOBL, at an average price of $80.93, for a total of 21,021.00 shares. In addition, there have been 5 sales at an average price of $91.54 for 1,629.00 shares. Based on historical transaction data and NOBL's current price of $104.16, Navis Wealth Advisors, LLC's estimated gain on his NOBL holdings is $467,694.20, reflecting a 27.49% gain to date.
Navis Wealth Advisors, LLC NOBL ($104.16) Holding Chart
Navis Wealth Advisors, LLC NOBL ($104.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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