New Wave Wealth Advisors LLC First Tr Exch Tr Fd Viii Cboe Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in First Tr Exch Tr Fd Viii Cboe stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 11,273 shares of FMAY stock, worth $536,256. This represents 0.24% of its overall portfolio holdings.
Number of Shares
11,273
Previous 31,005
63.64%
Holding current value
$536,256
Previous $1.38 Billion
62.13%
% of portfolio
0.24%
Previous 0.74%
Shares
2 transactions
Others Institutions Holding FMAY
# of Institutions
126Shares Held
5.25MCall Options Held
0Put Options Held
0-
Focus Wealth Advisors, LLC485KShares$23.1 Million12.32% of portfolio
-
Commonwealth Equity Services, LLC359KShares$17.1 Million0.03% of portfolio
-
Envestnet Asset Management Inc318KShares$15.1 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL253KShares$12 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH240KShares$11.4 Million4.28% of portfolio