Navis Wealth Advisors, LLC SPY Holdings History
Navis Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Navis Wealth Advisors, LLC held 22,005.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.31 Mil. This investment constitutes 12.09% of their stock portfolio, and Navis Wealth Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Navis Wealth Advisors, LLC has made 9 purchases of SPY, at an average price of $374.49, for a total of 38,444.00 shares. In addition, there have been 8 sales at an average price of $414.48 for 16,439.00 shares. Based on historical transaction data and SPY's current price of $627.58, Navis Wealth Advisors, LLC's estimated gain on his SPY holdings is $6.23 Mil, reflecting a 43.25% gain to date.
Navis Wealth Advisors, LLC SPY ($627.58) Holding Chart
Navis Wealth Advisors, LLC SPY ($627.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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