Navis Wealth Advisors, LLC Spdr S&P Insurance ETF Transaction History
Navis Wealth Advisors, LLC
- $90.8 Million
- Q3 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 31,030 shares of KIE stock, worth $1.75 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
31,030
Previous 30,938
0.3%
Holding current value
$1.75 Million
Previous $1.54 Million
14.21%
% of portfolio
1.94%
Previous 1.78%
Shares
16 transactions
Others Institutions Holding KIE
# of Institutions
159Shares Held
12.3MCall Options Held
54KPut Options Held
801K-
Jpmorgan Chase & CO New York, NY2.74MShares$155 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY2.12MShares$120 Million0.02% of portfolio
-
Morgan Stanley New York, NY830KShares$46.9 Million0.0% of portfolio
-
Citigroup Inc662KShares$37.4 Million0.02% of portfolio
-
Factory Mutual Insurance CO Waltham, MA615KShares$34.8 Million0.37% of portfolio