New Wave Wealth Advisors LLC Consumer Staples Sector Spdr Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 9,474 shares of XLP stock, worth $720,402. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,474
Previous 9,535
0.64%
Holding current value
$720,402
Previous $791 Million
5.9%
% of portfolio
0.31%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding XLP
# of Institutions
1,311Shares Held
169MCall Options Held
13.4MPut Options Held
18.7M-
Bank Of America Corp Charlotte, NC28.6MShares$2.17 Billion0.18% of portfolio
-
Barclays PLC London, X010.3MShares$782 Million0.23% of portfolio
-
Morgan Stanley New York, NY9.74MShares$741 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY7.94MShares$604 Million0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY6.36MShares$484 Million0.04% of portfolio