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
4,543Shares Held
592MCall Options Held
285MPut Options Held
653M-
Jpmorgan Chase & CO New York, NY56.7MShares$33.8 Billion2.67% of portfolio
-
Morgan Stanley New York, NY35.6MShares$21.2 Billion1.51% of portfolio
-
Goldman Sachs Group Inc New York, NY33.1MShares$19.7 Billion3.14% of portfolio
-
Bank Of America Corp Charlotte, NC29.6MShares$17.6 Billion1.43% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA18.3MShares$10.9 Billion1.88% of portfolio