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 $196,565. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,774
Previous 3,000
7.53%
Holding current value
$196,565
Previous $210 Million
5.73%
% of portfolio
0.08%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
677Shares Held
93.6MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$595 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$246 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$238 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$215 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$189 Million0.06% of portfolio