New Wave Wealth Advisors LLC FIRST TR EXCHNG TRADED FD VI Transaction History

New Wave Wealth Advisors LLC

  • $223 Billion
  • Q1 2025
Number of Shares
377,853
Previous 364,277 3.73%
Holding current value
$14.2 Billion
Previous $13.7 Billion 3.94%
% of portfolio
6.36%
Previous 5.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
N/A
13,576 Added 3.73%
377,853 $14.2 Billion
Q4 2024

Jan 23, 2025
SELL
N/A
-13,915 Reduced 3.68%
364,277 $13.7 Billion
Q3 2024

Oct 23, 2024
SELL
N/A
-1,069 Reduced 0.28%
378,192 $13.9 Billion
Q2 2024

Aug 27, 2024
BUY
N/A
379,261 New
379,261 $13.5 Billion
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