Naviter Wealth, LLC ACWI Holdings History
Naviter Wealth, LLC's iShares MSCI ACWI Index Fund Holding Summary
As of 2025-03-31, Naviter Wealth, LLC held 154,541.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $17.96 Mil. This investment constitutes 2.18% of their stock portfolio, and Naviter Wealth, LLC now holds 0.09% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2022Q3. And since then Naviter Wealth, LLC has made 5 purchases of ACWI, at an average price of $99.96, for a total of 331,093.00 shares. In addition, there have been 6 sales at an average price of $99.70 for 176,552.00 shares. Based on historical transaction data and ACWI's current price of $126.41, Naviter Wealth, LLC's estimated gain on his ACWI holdings is $4.04 Mil, reflecting a 12.21% gain to date.
Naviter Wealth, LLC ACWI ($126.41) Holding Chart
Naviter Wealth, LLC ACWI ($126.41) 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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