New Wave Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 4,716 shares of SGOV stock, worth $473,297. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,716
Previous 7,220
34.68%
Holding current value
$473,297
Previous $727 Million
34.94%
% of portfolio
0.19%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
753Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$501 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$340 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$306 Million0.65% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$304 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$190 Million0.12% of portfolio