Navis Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Navis Wealth Advisors, LLC
- $89.6 Million
- Q4 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 5,465 shares of XLV stock, worth $792,042. This represents 0.84% of its overall portfolio holdings.
Number of Shares
5,465
Previous 5,441
0.44%
Holding current value
$792,042
Previous $838,000
10.38%
% of portfolio
0.84%
Previous 0.92%
Shares
17 transactions
Others Institutions Holding XLV
# of Institutions
1,985Shares Held
201MCall Options Held
13.1MPut Options Held
19.4M-
Bank Of America Corp Charlotte, NC36.6MShares$5.3 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$1.58 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10.9MShares$1.58 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.74MShares$977 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.02MShares$872 Million0.31% of portfolio