New Wave Wealth Advisors LLC Innovator Etfs Tr Transaction History
New Wave Wealth Advisors LLC
- $235 Billion
- Q2 2025
A detailed history of New Wave Wealth Advisors LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 47,840 shares of BALT stock, worth $1.55 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
47,840Holding current value
$1.55 Million% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding BALT
# of Institutions
204Shares Held
30.4MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.44MShares$111 Million11.51% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.84MShares$59.6 Million0.02% of portfolio
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Envestnet Asset Management Inc1.83MShares$59.4 Million0.02% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.78MShares$57.5 Million0.13% of portfolio
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Commonwealth Equity Services, LLC1.06MShares$34.3 Million0.05% of portfolio