New Wave Wealth Advisors LLC Vanguard Value ETF Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 9,863 shares of VTV stock, worth $1.69 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
9,863
Previous 10,693
7.76%
Holding current value
$1.69 Million
Previous $1.72 Billion
0.38%
% of portfolio
0.79%
Previous 0.92%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,293Shares Held
536MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.3 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.94 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.98 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.48 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.39 Billion1.14% of portfolio