New Wave Wealth Advisors LLC First Trust Small Cap Growth A Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 122,226 shares of FYC stock, worth $9.69 Million. This represents 3.88% of its overall portfolio holdings.
Number of Shares
122,226
Previous 95,843
27.53%
Holding current value
$9.69 Million
Previous $7.13 Billion
32.77%
% of portfolio
3.88%
Previous 3.28%
Shares
2 transactions
Others Institutions Holding FYC
# of Institutions
95Shares Held
3.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC536KShares$42.5 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA256KShares$20.3 Million0.0% of portfolio
-
First Trust Advisors LP Wheaton, IL252KShares$20 Million0.02% of portfolio
-
J Arnold Wealth Management CO Youngstown, OH209KShares$16.6 Million4.52% of portfolio
-
Morgan Stanley New York, NY193KShares$15.3 Million0.0% of portfolio