Navis Wealth Advisors, LLC's ownership history for XLP

Navis Wealth Advisors, LLC currently holds 22.8K shares with a market value of $1.8M. It started holding XLP on 2024-09-30. At its peak, it held 22.8K shares on 2025-09-30. Its highest holding value was $1.8M on 2024-09-30. At its lowest, it held 22.3K shares on 2024-09-30, with a value of $1.8M on 2024-12-31. In the recent 180 days, Navis Wealth Advisors, LLC has increased its shares by 261. In the recent year, Navis Wealth Advisors, LLC has increased its shares by 503.