New Wave Wealth Advisors LLC Vanguard Value ETF Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 8,073 shares of VTV stock, worth $1.43 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
8,073
Previous 9,863
18.15%
Holding current value
$1.43 Million
Previous $1.72 Billion
20.62%
% of portfolio
0.56%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,331Shares Held
517MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$21 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.25 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.15 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.51 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.3 Billion0.5% of portfolio