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  Name: Naviter Wealth LLC
  City: LITTLE ROCK
  State: AR
  Zip: 72202
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $611,265,000
  Total Value Change : $114,327,000
  Securities Held Change : 14
   
All Securities Held : 232
  New Positions : 29
  Closed Positions : 17
  Increased Positions : 142
  Unchanged Positions : 16
  Decreased Positions : 45

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Holdings Found : 17     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (T)1 Year Chart         T AT&T Corp 237 Closed $17.30 $0 0 0% -999,000 -59,526 0    Long Distance Carriers
   (FDEC)1 Year Chart         FDEC Ft Cboe Vest Us Equity Buff... 243 Closed $0.00 $0 0 0% -258,000 -6,612 0    N/A
   (PEAK)1 Year Chart         PEAK Healthpeak Properties 249 Closed $35.78 $0 0 0% -659,000 -33,295 0    REIT - Healthcare Fac...
   (FFEB)1 Year Chart         FFEB Ft Cboe Vest Us Equity Buff... 236 Closed $0.00 $0 0 0% -283,000 -6,640 0    N/A
   (MCK)1 Year Chart         MCK McKesson Corp 242 Closed $531.10 $0 0 0% -276,000 -595 0    Drugs Wholesale
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 248 Closed $90.79 $0 0 0% -685,000 -8,430 0    Electric Utilities
   (TCN)1 Year Chart         TCN Tricon Residential Ord Shs 235 Closed $0.00 $0 0 0% -100,000 -10,900 0    N/A
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 241 Closed $64.58 $0 0 0% -298,000 -4,846 0    N/A
   (BXP)1 Year Chart         BXP Boston Properties Inc 247 Closed $64.05 $0 0 0% -584,000 -8,215 0    REIT - Office
   (TK)1 Year Chart         TK Teekay Corp 234 Closed $8.77 $0 0 0% -89,000 -12,500 0    Water Transportation
   (SPGI)1 Year Chart         SPGI S&P Global Inc 240 Closed $428.03 $0 0 0% -262,000 -595 0    Publishing
   (GOOG)1 Year Chart         GOOG Alphabet Inc 246 Closed $171.93 $0 0 0% -5,639,000 -40,014 0    Search Engines & Info...
   (GE)1 Year Chart         GE General Electric Co 233 Closed $160.00 $0 0 0% -1,261,000 -9,872 0    Conglomerates
   (CTO)1 Year Chart         CTO Cto Realty Growth Inc 239 Closed $17.45 $0 0 0% -203,000 -11,701 0    Real Estate Development
   (ANTM)1 Year Chart         ANTM Anthem Inc 245 Closed $534.63 $0 0 0% -853,000 -1,808 0    N/A
   (UDR)1 Year Chart         UDR UDR Inc 238 Closed $39.37 $0 0 0% -531,000 -13,877 0    REIT - Housing/Apartm...
   (CI)1 Year Chart         CI Cigna Corporation 244 Closed $346.42 $0 0 0% -940,000 -3,138 0    Health Care Plans
      17 Records Found
  1    
Page 1 of 1
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