New Wave Wealth Advisors LLC Financial Sector Spdr Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 58,744 shares of XLF stock, worth $2.91 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
58,744
Previous 55,553
5.74%
Holding current value
$2.91 Million
Previous $2.28 Billion
16.57%
% of portfolio
1.23%
Previous 1.23%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
1,771Shares Held
714MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY153MShares$7.57 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.58 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.93 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.27 Billion0.32% of portfolio
-
Envestnet Asset Management Inc17.1MShares$845 Million0.26% of portfolio