New Wave Wealth Advisors LLC Technology Sector Spdr Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 26,243 shares of XLK stock, worth $6.12 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
26,243
Previous 24,610
6.64%
Holding current value
$6.12 Million
Previous $5.57 Billion
6.41%
% of portfolio
2.73%
Previous 2.99%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,221Shares Held
172MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.12 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.5 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.21 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.65 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.27MShares$1.23 Billion0.39% of portfolio