New Wave Wealth Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 2,819 shares of SPLG stock, worth $199,246. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,819
Previous 4,104
31.31%
Holding current value
$199,246
Previous $277 Million
29.86%
% of portfolio
0.08%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,235Shares Held
514MCall Options Held
264KPut Options Held
168K-
Betterment LLC New York, NY49.1MShares$3.47 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.52 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.08 Billion1.98% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.1 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$934 Million0.18% of portfolio