Navis Wealth Advisors, LLC - TRUST FOR ADVISED PORTFOLIOS ownership

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TRUST FOR ADVISED PORTFOLIOS's ticker is and the CUSIP is 89832P150. A total of 7 filers reported holding TRUST FOR ADVISED PORTFOLIOS in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

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Filings
Quarter-by-quarter ownership
Navis Wealth Advisors, LLC ownership history of TRUST FOR ADVISED PORTFOLIOS
ValueSharesWeighting
Q3 2023$266,312
-6.0%
11,528
-2.1%
0.39%
+48.5%
Q2 2023$283,205
-9.4%
11,777
-15.3%
0.26%
-24.2%
Q1 2023$312,485–13,902–0.34%–
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Other shareholders
TRUST FOR ADVISED PORTFOLIOS shareholders Q1 2023
NameSharesValueWeighting ↓
Soundwatch Capital LLC 477,101$11,021,7492.37%
Apexium Financial, LP 408,114$9,428,0440.94%
Navis Wealth Advisors, LLC 11,528$266,3120.39%
Richard P Slaughter Associates Inc 11,285$260,7000.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,859$782,1940.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of TRUST FOR ADVISED PORTFOLIOS shareholders