Navis Wealth Advisors, LLC Ssga Active Trust Transaction History

Navis Wealth Advisors, LLC

  • $99.6 Million
  • Q1 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 7,500 shares of SRLN stock, worth $310,725. This represents 0.31% of its overall portfolio holdings.

Number of Shares
7,500
Previous 7,500 -0.0%
Holding current value
$310,725
Previous $312,000 1.28%
% of portfolio
0.31%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 26, 2022
SELL
$40.87 - $43.45 $31,142 - $33,108
-762 Reduced 9.22%
7,500 $307,000
Q2 2022

Aug 09, 2022
BUY
$41.64 - $45.06 $31,729 - $34,335
762 Added 10.16%
8,262 $344,000
Q4 2020

Mar 04, 2021
BUY
$44.13 - $45.65 $330,975 - $342,375
7,500 New
7,500 $342,000

Others Institutions Holding SRLN

# of Institutions
590
Shares Held
135M
Call Options Held
8K
Put Options Held
34.7K
View Full List

About SSGA ACTIVE TRUST

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