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 $796,003. This represents 0.81% of its overall portfolio holdings.

Number of Shares
5,920
Previous 5,878 0.71%
Holding current value
$796,003
Previous $646,000 13.78%
% of portfolio
0.81%
Previous 0.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
85
Shares Held
779K
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
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