Number of Shares
31,343.00
Current Holdings Value*
$1.90 Mil
% of Portfolio
1.86%
Total Estimate Gain
$780,617.27
% of Total Estimate Gain
75.78%

Navis Wealth Advisors, LLC's SPDR S&P Insurance ETF Holding Summary

As of 2025-03-31, Navis Wealth Advisors, LLC held 31,343.00 shares of SPDR S&P Insurance ETF(KIE), totaling $1.90 Mil. This investment constitutes 1.86% of their stock portfolio, and Navis Wealth Advisors, LLC now holds 0.21% of the outstanding SPDR S&P Insurance ETF(KIE) stock.

The initial trade took place in 2020Q4. And since then Navis Wealth Advisors, LLC has made 17 purchases of KIE, at an average price of $32.86, for a total of 31,343.00 shares. Based on historical transaction data and KIE's current price of $57.77, Navis Wealth Advisors, LLC's estimated gain on his KIE holdings is $780,617.27, reflecting a 75.78% gain to date.

Navis Wealth Advisors, LLC KIE ($57.77) Holding Chart

Navis Wealth Advisors, LLC KIE ($57.77) 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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