Navis Wealth Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Navis Wealth Advisors, LLC

  • $86.8 Million
  • Q2 2024

A detailed history of Navis Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 2,680 shares of XBI stock, worth $263,738. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,680
Previous 2,680 -0.0%
Holding current value
$263,738
Previous $254,000 2.36%
% of portfolio
0.29%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$87.05 - $102.89 $233,294 - $275,745
2,680 New
2,680 $254,000
Q2 2022

Aug 09, 2022
SELL
$62.81 - $96.09 $97,355 - $148,939
-1,550 Reduced 18.99%
6,612 $491,000
Q1 2022

May 13, 2022
BUY
$81.07 - $115.44 $8,106 - $11,544
100 Added 1.24%
8,162 $734,000
Q4 2021

Feb 11, 2022
BUY
$108.77 - $134.15 $157,716 - $194,517
1,450 Added 21.93%
8,062 $903,000
Q1 2021

May 18, 2021
BUY
$129.36 - $173.99 $258 - $347
2 Added 0.03%
6,612 $897,000
Q4 2020

Mar 04, 2021
BUY
$110.36 - $151.14 $729,479 - $999,035
6,610 New
6,610 $931,000

Others Institutions Holding XBI

# of Institutions
893
Shares Held
94.5M
Call Options Held
18.4M
Put Options Held
31.6M
View Full List

About SPDR SER TR SPDR S&P BIOTECH E

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