Navis Wealth Advisors, LLC Spdr S&P Insurance ETF Transaction History

Navis Wealth Advisors, LLC

$89.6 Million
Q4 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 31,191 shares of KIE stock, worth $1.77 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

31,191

Previous 31,030 0.52%

Holding current value

$1.77 Million

Previous $1.76 Million 0.11%

% of portfolio

1.97%

Previous 1.94%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$55.65 - $62.03 $8,959 - $9,986	161 Added 0.52%	31,191 $1.76 Million
Q3 2024 Oct 24, 2024	BUY	$49.44 - $56.87 $4,548 - $5,232	92 Added 0.3%	31,030 $1.76 Million
Q2 2024 Aug 02, 2024	BUY	$47.72 - $51.83 $5,296 - $5,753	111 Added 0.36%	30,938 $1.54 Million
Q1 2024 Apr 29, 2024	BUY	$45.35 - $52.07 $5,260 - $6,040	116 Added 0.38%	30,827 $1.61 Million
Q4 2023 Feb 05, 2024	BUY	$41.63 - $46.09 $6,202 - $6,867	149 Added 0.49%	30,711 $1.39 Million
Q3 2023 Oct 30, 2023	BUY	$40.65 - $43.83 $4,471 - $4,821	110 Added 0.36%	30,562 $1.3 Million
Q2 2023 Jul 13, 2023	BUY	$38.14 - $40.88 $4,424 - $4,742	116 Added 0.38%	30,452 $1.24 Million
Q1 2023 May 11, 2023	BUY	$37.44 - $44.1 $3,931 - $4,630	105 Added 0.35%	30,336 $1.19 Million
Q4 2022 Jan 25, 2023	BUY	$37.03 - $42.63 $7,443 - $8,568	201 Added 0.67%	30,231 $0
Q3 2022 Oct 26, 2022	BUY	$35.58 - $40.64 $5,123 - $5,852	144 Added 0.48%	30,030 $1.09 Million
Q2 2022 Aug 09, 2022	BUY	$35.92 - $42.45 $4,992 - $5,900	139 Added 0.47%	29,886 $1.13 Million
Q1 2022 May 13, 2022	BUY	$37.79 - $42.6 $4,043 - $4,558	107 Added 0.36%	29,747 $1.25 Million
Q4 2021 Feb 11, 2022	BUY	$37.7 - $41.45 $6,032 - $6,632	160 Added 0.54%	29,640 $1.2 Million
Q3 2021 Nov 16, 2021	BUY	$36.77 - $39.84 $5,368 - $5,816	146 Added 0.5%	29,480 $1.11 Million
Q2 2021 Aug 16, 2021	BUY	$37.12 - $40.33 $5,827 - $6,331	157 Added 0.54%	29,334 $1.13 Million
Q1 2021 May 18, 2021	BUY	$32.2 - $37.72 $99,852 - $116,969	3,101 Added 11.89%	29,177 $1.07 Million
Q4 2020 Mar 04, 2021	BUY	$28.14 - $34.05 $733,778 - $887,887	26,076 New	26,076 $876,000

Others Institutions Holding KIE

# of Institutions

167

Shares Held

12.7M

Call Options Held

99.4K

Put Options Held

567K

View Full List

About SPDR S&P INSURANCE ETF

Ticker KIE
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Navis Wealth Advisors, LLC Spdr S&P Insurance ETF Transaction History