New Wave Wealth Advisors LLC First Tr ETF Viii Cboe Vest Us Transaction History
New Wave Wealth Advisors LLC
- $223 Billion
- Q1 2025
A detailed history of New Wave Wealth Advisors LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 6,703 shares of FSEP stock, worth $295,937. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,703
Previous 8,939
25.01%
Holding current value
$295,937
Previous $408 Million
26.89%
% of portfolio
0.13%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding FSEP
# of Institutions
133Shares Held
5.07MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc493KShares$21.7 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ326KShares$14.4 Million0.04% of portfolio
-
Cwm, LLC313KShares$13.8 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL276KShares$12.2 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL271KShares$11.9 Million0.0% of portfolio