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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