New Wave Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History

New Wave Wealth Advisors LLC

  • $244 Billion
  • Q4 2024

A detailed history of New Wave Wealth Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 2,774 shares of SPTM stock, worth $190,906. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,774
Previous 3,000 7.53%
Holding current value
$190,906
Previous $210 Million 5.73%
% of portfolio
0.08%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$69.3 - $74.3 $15,661 - $16,791
-226 Reduced 7.53%
2,774 $198 Million
Q3 2024

Oct 23, 2024
BUY
$63.28 - $70.06 $189,840 - $210,180
3,000 New
3,000 $210 Million

Others Institutions Holding SPTM

# of Institutions
679
Shares Held
93.5M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email