New Wave Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 3,400 shares of VOO stock, worth $1.91 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
3,400
Previous 2,229
52.53%
Holding current value
$1.91 Million
Previous $1.18 Billion
55.76%
% of portfolio
0.75%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding VOO
# of Institutions
3,206Shares Held
390MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.8 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.4 Billion1.03% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$13.1 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$13.1 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12.3 Billion0.86% of portfolio