New Wave Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 3,000 shares of SPTM stock, worth $219,660. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,000Holding current value
$219,660% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
630Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$638 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$257 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$249 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$216 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$196 Million0.06% of portfolio