Navis Wealth Advisors, LLC KIE Holdings History
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 $57.90, Navis Wealth Advisors, LLC's estimated gain on his KIE holdings is $784,691.86, reflecting a 76.18% gain to date.
Navis Wealth Advisors, LLC KIE ($57.90) Holding Chart
Navis Wealth Advisors, LLC KIE ($57.90) 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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