New Wave Wealth Advisors LLC Ishares Core S&P U.S Growth Et Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 30,428 shares of IUSG stock, worth $4.44 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
30,428
Previous 29,376
3.58%
Holding current value
$4.44 Million
Previous $3.87 Billion
9.42%
% of portfolio
1.74%
Previous 1.79%
Shares
3 transactions
Others Institutions Holding IUSG
# of Institutions
761Shares Held
116MCall Options Held
6.3KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC39.2MShares$5.72 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$2.17 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13.1MShares$1.91 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.08MShares$1.03 Billion0.96% of portfolio
-
Envestnet Asset Management Inc2.16MShares$315 Million0.09% of portfolio