New Wave Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 7,220 shares of SGOV stock, worth $723,444. This represents 0.34% of its overall portfolio holdings.
Number of Shares
7,220
Previous 4,214
71.33%
Holding current value
$723,444
Previous $424 Million
71.35%
% of portfolio
0.34%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
709Shares Held
91.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$500 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$340 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$303 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$190 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA1.83MShares$183 Million3.13% of portfolio