New Wave Wealth Advisors LLC Simplify Exch Traded Fds Simpl Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 2,841 shares of CTA stock, worth $80,968. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,841Holding current value
$80,968% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
105Shares Held
6.73MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$19.9 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.5 Million0.13% of portfolio
-
Beacon Capital Management, LLC371KShares$10.6 Million1.66% of portfolio
-
Envestnet Asset Management Inc361KShares$10.3 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.45 Million1.05% of portfolio