Navis Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History

Navis Wealth Advisors, LLC

  • $86.8 Million
  • Q2 2024

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 $470,062. This represents 0.49% of its overall portfolio holdings.

Number of Shares
4,850
Previous 5,000 3.0%
Holding current value
$470,062
Previous $464,000 7.76%
% of portfolio
0.49%
Previous 0.56%

Shares

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

Aug 02, 2024
SELL
$88.28 - $93.06 $13,242 - $13,959
-150 Reduced 3.0%
4,850 $428,000
Q4 2020

Mar 04, 2021
BUY
$61.94 - $72.39 $309,700 - $361,950
5,000 New
5,000 $362,000

Others Institutions Holding XLB

# of Institutions
906
Shares Held
56.6M
Call Options Held
11M
Put Options Held
12.6M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

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