New Wave Wealth Advisors LLC Technology Sector Spdr Transaction History
New Wave Wealth Advisors LLC
- $223 Billion
- Q1 2025
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 32,310 shares of XLK stock, worth $6.78 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
32,310
Previous 26,341
22.66%
Holding current value
$6.78 Million
Previous $6.12 Billion
8.92%
% of portfolio
2.99%
Previous 2.51%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,409Shares Held
185MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.63 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.31 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.07 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.57 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.2 Billion0.36% of portfolio