New Wave Wealth Advisors LLC Consumer Staples Sector Spdr Transaction History
New Wave Wealth Advisors LLC
- $235 Billion
- Q2 2025
A detailed history of New Wave Wealth Advisors LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 11,684 shares of XLP stock, worth $888,451. This represents 0.4% of its overall portfolio holdings.
Number of Shares
11,684
Previous 11,578
0.92%
Holding current value
$888,451
Previous $946 Million
0.05%
% of portfolio
0.4%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding XLP
# of Institutions
1,399Shares Held
179MCall Options Held
10.4MPut Options Held
14.2M-
Bank Of America Corp Charlotte, NC30.5MShares$2.32 Billion0.19% of portfolio
-
Morgan Stanley New York, NY10.2MShares$774 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY6.87MShares$522 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.89MShares$372 Million0.12% of portfolio