Navis Wealth Advisors, LLC's ownership history for XLU

Navis Wealth Advisors, LLC currently holds 11.5K shares with a market value of $493.0K. It started holding XLU on 2024-09-30. At its peak, it held 11.5K shares on 2025-12-31. Its highest holding value was $503.6K on 2025-09-30. At its lowest, it held 4.5K shares on 2024-09-30, with a value of $340.6K on 2024-12-31. In the recent 180 days, Navis Wealth Advisors, LLC has increased its shares by 5.9K. In the recent year, Navis Wealth Advisors, LLC has increased its shares by 7.0K.