New Wave Wealth Advisors LLC Ishares Tr Call Options Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IYY
# of Institutions
254Shares Held
3.48MCall Options Held
6.6KPut Options Held
0-
Morgan Stanley New York, NY469KShares$69.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC336KShares$49.6 Million0.02% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA167KShares$24.7 Million0.01% of portfolio
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Savant Capital, LLC162KShares$23.9 Million0.19% of portfolio
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Sharp Financial Services, LLC Horsham, PA133KShares$19.6 Million14.3% of portfolio