New Wave Wealth Advisors LLC LISTED FD TR Transaction History

New Wave Wealth Advisors LLC

  • $223 Billion
  • Q1 2025
Number of Shares
5,126
Previous 3,169 61.75%
Holding current value
$235 Million
Previous $172 Million 36.31%
% of portfolio
0.11%
Previous 0.07%

Shares

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

Apr 25, 2025
BUY
N/A
1,957 Added 61.75%
5,126 $235 Million
Q4 2024

Jan 23, 2025
BUY
N/A
3,169 New
3,169 $172 Million
Track This Portfolio

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email