Navis Wealth Advisors, LLC's ownership history for SPY


Navis Wealth Advisors, LLC currently holds 21.7K shares with a market value of $14.5M. It started holding SPY on 2024-09-30. At its peak, it held 22.0K shares on 2025-06-30. Its highest holding value was $14.5M on 2025-09-30. At its lowest, it held 20.4K shares on 2024-12-31, with a value of $11.7M on 2024-09-30. In the recent 180 days, Navis Wealth Advisors, LLC has decreased its shares by 295. In the recent year, Navis Wealth Advisors, LLC has increased its shares by 1.2K.


Navis Wealth Advisors, LLC's ownership history for SPY