Navis Wealth Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History
Navis Wealth Advisors, LLC
- $82.9 Million
- Q1 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 7,500 shares of SPYD stock, worth $301,125. This represents 0.37% of its overall portfolio holdings.
Number of Shares
7,500
Previous 7,500
-0.0%
Holding current value
$301,125
Previous $293,000
4.1%
% of portfolio
0.37%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding SPYD
# of Institutions
441Shares Held
69MCall Options Held
124KPut Options Held
24.1K-
Prudential PLC London, England, X021.5MShares$862 Million7.25% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M010.6MShares$425 Million9.15% of portfolio
-
Bank Of America Corp Charlotte, NC3.18MShares$128 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.95MShares$119 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.78MShares$111 Million0.03% of portfolio