Navis Wealth Advisors, LLC Spdr Ssga Us Small Cap Low Vol Transaction History
Navis Wealth Advisors, LLC
- $90.8 Million
- Q3 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 5,920 shares of SMLV stock, worth $734,968. This represents 0.81% of its overall portfolio holdings.
Number of Shares
5,920
Previous 5,878
0.71%
Holding current value
$734,968
Previous $646,000
13.78%
% of portfolio
0.81%
Previous 0.74%
Shares
4 transactions
Others Institutions Holding SMLV
# of Institutions
83Shares Held
830KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA166KShares$20.6 Million0.3% of portfolio
-
Mc Naughton Wealth Management, LLC88.9KShares$11 Million5.38% of portfolio
-
Dorval Corp Maple Grove, MN68.8KShares$8.54 Million3.56% of portfolio
-
Kestra Advisory Services, LLC48.2KShares$5.98 Million0.03% of portfolio
-
Cambridge Investment Research Advisors, Inc.46.8KShares$5.82 Million0.02% of portfolio