New Wave Wealth Advisors LLC Ishares Tr Transaction History
New Wave Wealth Advisors LLC
- $223 Billion
- Q1 2025
A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 8,091 shares of IYY stock, worth $1.16 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
8,091
Previous 9,097
11.06%
Holding current value
$1.16 Million
Previous $1.3 Billion
15.4%
% of portfolio
0.49%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding IYY
# of Institutions
276Shares Held
3.64MCall Options Held
5.7KPut Options Held
0-
Morgan Stanley New York, NY454KShares$65.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC292KShares$42.1 Million0.02% of portfolio
-
Savant Capital, LLC157KShares$22.7 Million0.16% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA153KShares$22 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA134KShares$19.2 Million0.0% of portfolio