Navis Wealth Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Navis Wealth Advisors, LLC

  • $90.8 Million
  • Q3 2024

A detailed history of Navis Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 8,130 shares of SPYD stock, worth $379,914. This represents 0.41% of its overall portfolio holdings.

Number of Shares
8,130
Previous 8,130 -0.0%
Holding current value
$379,914
Previous $327,000 13.46%
% of portfolio
0.41%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$38.1 - $41.42 $24,003 - $26,094
630 Added 8.4%
8,130 $327,000
Q4 2020

Mar 04, 2021
BUY
$27.0 - $34.09 $202,500 - $255,675
7,500 New
7,500 $247,000

Others Institutions Holding SPYD

# of Institutions
472
Shares Held
47.3M
Call Options Held
68.6K
Put Options Held
13K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

SPYD Quotes by TradingView
  • Ticker SPYD
  • Sector ETFs
  • Industry ETFs
More about SPYD
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