Number of Shares
9,298
Previous 9,268 0.32%
Holding current value
$380 Million
Previous $357 Million 6.53%
% of portfolio
0.18%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
N/A
30 Added 0.32%
9,298 $380 Million
Q2 2024

Aug 27, 2024

BUY
N/A
9,268 New
9,268 $357 Million
Track This Portfolio

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.