New Wave Wealth Advisors LLC Ishares S&P Midcap 400 Value E Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 1,825 shares of IJJ stock, worth $239,403. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,825Holding current value
$239,403% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
807Shares Held
41.2MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY4.01MShares$526 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.67MShares$482 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC2.42MShares$317 Million0.02% of portfolio
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Ubs Group Ag1.91MShares$250 Million0.05% of portfolio
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Envestnet Asset Management Inc1.8MShares$236 Million0.07% of portfolio