New Wave Wealth Advisors LLC Utilities Sector Spdr Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 30,799 shares of XLU stock, worth $2.36 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
30,799
Previous 18,050
70.63%
Holding current value
$2.36 Million
Previous $1.23 Billion
102.28%
% of portfolio
1.15%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding XLU
# of Institutions
1,486Shares Held
180MCall Options Held
13.1MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.03 Billion0.09% of portfolio
-
International Assets Investment Management, LLC Orlando, FL11.9MShares$907 Million0.35% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$660 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$430 Million0.21% of portfolio