Navis Wealth Advisors, LLC Spdr Ssga Us Small Cap Low Vol Transaction History

Navis Wealth Advisors, LLC

  • $89.6 Million
  • Q4 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 5,969 shares of SMLV stock, worth $785,042. This represents 0.85% of its overall portfolio holdings.

Number of Shares
5,969
Previous 5,920 0.83%
Holding current value
$785,042
Previous $735,000 3.54%
% of portfolio
0.85%
Previous 0.81%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$120.76 - $140.58 $5,917 - $6,888
49 Added 0.83%
5,969 $761,000
Q3 2024

Oct 24, 2024
BUY
$108.3 - $128.14 $4,548 - $5,381
42 Added 0.71%
5,920 $735,000
Q2 2024

Aug 02, 2024
BUY
$103.54 - $113.03 $5,073 - $5,538
49 Added 0.84%
5,878 $646,000
Q1 2024

Apr 29, 2024
BUY
$105.26 - $112.11 $3,157 - $3,363
30 Added 0.52%
5,829 $653,000
Q4 2023

Feb 05, 2024
BUY
$93.59 - $114.07 $542,728 - $661,491
5,799 New
5,799 $652,000

Others Institutions Holding SMLV

# of Institutions
84
Shares Held
788K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SSGA US SMALL CAP LOW VOL

SMLV Quotes by TradingView
  • Ticker SMLV
  • Sector ETFs
  • Industry ETFs
More about SMLV
Track This Portfolio

Track Navis Wealth Advisors, LLC Portfolio

Follow Navis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Navis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Navis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email