Naviter Wealth, LLC NVDA Holdings History
Number of Shares
166,655.00
Current Holdings Value*
$18.28 Mil
% of Portfolio
2.22%
Total Estimate Gain
$13.71 Mil
% of Total Estimate Gain
87.94%
Naviter Wealth, LLC's NVIDIA Corp Holding Summary
As of 2025-03-31, Naviter Wealth, LLC held 166,655.00 shares of NVIDIA Corp(NVDA), totaling $18.28 Mil. This investment constitutes 2.22% of their stock portfolio, and Naviter Wealth, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.
The initial trade took place in 2021Q4. And since then Naviter Wealth, LLC has made 8 purchases of NVDA, at an average price of $54.89, for a total of 284,064.00 shares. In addition, there have been 5 sales at an average price of $23.40 for 117,409.00 shares. Based on historical transaction data and NVDA's current price of $159.34, Naviter Wealth, LLC's estimated gain on his NVDA holdings is $13.71 Mil, reflecting a 87.94% gain to date.
Naviter Wealth, LLC NVDA ($159.34) Holding Chart
Naviter Wealth, LLC NVDA ($159.34) 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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