Navis Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History
Navis Wealth Advisors, LLC
- $129 Million
- Q3 2025
A detailed history of Navis Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 22,773 shares of XLP stock, worth $1.73 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
22,773
Previous 22,641
0.58%
Holding current value
$1.73 Million
Previous $1.72 Million
0.58%
% of portfolio
1.35%
Previous 1.48%
Shares
20 transactions
Others Institutions Holding XLP
# of Institutions
1,382Shares Held
205MCall Options Held
5.46MPut Options Held
43.2M-
Bank Of America Corp Charlotte, NC26.6MShares$2.02 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY12.5MShares$948 Million0.12% of portfolio
-
Morgan Stanley New York, NY9.96MShares$757 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$740 Million0.05% of portfolio
-
Barclays PLC London, X08.79MShares$668 Million0.08% of portfolio