Navis Wealth Advisors, LLC ZS Holdings History
Number of Shares
22,191.00
Current Holdings Value*
$4.40 Mil
% of Portfolio
4.32%
Total Estimate Gain
$3.22 Mil
% of Total Estimate Gain
101.21%
Navis Wealth Advisors, LLC's Zscaler Inc Holding Summary
As of 2025-03-31, Navis Wealth Advisors, LLC held 22,191.00 shares of Zscaler Inc(ZS), totaling $4.40 Mil. This investment constitutes 4.32% of their stock portfolio, and Navis Wealth Advisors, LLC now holds 0.01% of the outstanding Zscaler Inc(ZS) stock.
The initial trade took place in 2023Q2. And since then Navis Wealth Advisors, LLC has made 3 purchases of ZS, at an average price of $143.49, for a total of 22,191.00 shares. Based on historical transaction data and ZS's current price of $288.72, Navis Wealth Advisors, LLC's estimated gain on his ZS holdings is $3.22 Mil, reflecting a 101.21% gain to date.
Navis Wealth Advisors, LLC ZS ($288.72) Holding Chart
Navis Wealth Advisors, LLC ZS ($288.72) 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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