New Wave Wealth Advisors LLC First Trust Small Cap Growth A Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 122,226 shares of FYC stock, worth $9.22 Million. This represents 3.88% of its overall portfolio holdings.
Number of Shares
122,226
Previous 95,843
27.53%
Holding current value
$9.22 Million
Previous $7.13 Billion
32.77%
% of portfolio
3.88%
Previous 3.28%
Shares
2 transactions
Others Institutions Holding FYC
# of Institutions
112Shares Held
4.79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY724KShares$54.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC574KShares$43.3 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA410KShares$31 Million0.01% of portfolio
-
First Trust Advisors LP Wheaton, IL251KShares$18.9 Million0.02% of portfolio
-
J Arnold Wealth Management CO Youngstown, OH209KShares$15.8 Million4.52% of portfolio