New Wave Wealth Advisors LLC Ishares Tr Transaction History
New Wave Wealth Advisors LLC
- $231 Billion
- Q3 2025
A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 3,892 shares of ITA stock, worth $801,518. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,892
Previous 3,892
-0.0%
Holding current value
$801,518
Previous $734 Million
-0.0%
% of portfolio
0.32%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding ITA
# of Institutions
984Shares Held
32.6MCall Options Held
654KPut Options Held
538K-
Envestnet Asset Management Inc4.78MShares$984 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.83MShares$582 Million0.18% of portfolio
-
Morgan Stanley New York, NY2.82MShares$581 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.76MShares$568 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.12MShares$231 Million0.05% of portfolio