Navis Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History
Navis Wealth Advisors, LLC
- $129 Million
- Q3 2025
A detailed history of Navis Wealth Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 4,850 shares of XLB stock, worth $420,834. This represents 0.34% of its overall portfolio holdings.
Number of Shares
4,850
Previous 4,850
-0.0%
Holding current value
$420,834
Previous $425,000
2.12%
% of portfolio
0.34%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding XLB
# of Institutions
937Shares Held
53.3MCall Options Held
14.3MPut Options Held
17.3M-
Barclays PLC London, X05.91MShares$513 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC5.06MShares$439 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.53MShares$306 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY2.61MShares$226 Million0.03% of portfolio
-
Menora Mivtachim Holdings Ltd.1.64MShares$142 Million0.76% of portfolio