New Wave Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 24,981 shares of SPY stock, worth $14.9 Million. This represents 6.6% of its overall portfolio holdings.
Number of Shares
24,981
Previous 19,613
27.37%
Holding current value
$14.9 Million
Previous $10.7 Billion
34.28%
% of portfolio
6.6%
Previous 5.73%
Shares
2 transactions
Others Institutions Holding SPY
# of Institutions
4,505Shares Held
582MCall Options Held
273MPut Options Held
393M-
Jpmorgan Chase & CO New York, NY56.3MShares$33.5 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20.8 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$20.5 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$15 Billion1.22% of portfolio
-
International Assets Investment Management, LLC Orlando, FL14.3MShares$8.49 Billion0.07% of portfolio