Navis Wealth Advisors, LLC
Position in OCTT — AllianzIM U.S. Equity Buffer10 Oct ETF
CIK 1849055
RYE BROOK, NY
All Filings in OCTT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OCTT | $481,655 | 11,381 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 OCTT | $375,134 | 8,621 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 OCTT | $367,383 | 8,621 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 OCTT | $346,046 | 8,621 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 OCTT | $346,927 | 9,321 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 OCTT | $205,760 | 5,384 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||