New Wave Wealth Advisors LLC LISTED FDS TR Transaction History

New Wave Wealth Advisors LLC

  • $273 Billion
  • Q4 2025
Number of Shares
4,337
Previous 6,941 37.52%
Holding current value
$286 Million
Previous $450 Million 36.46%
% of portfolio
0.1%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
N/A
-2,604 Reduced 37.52%
4,337 $286 Million
Q3 2025

Oct 30, 2025
BUY
N/A
534 Added 8.33%
6,941 $450 Million
Q2 2025

Jul 18, 2025
BUY
N/A
1,281 Added 24.99%
6,407 $355 Million
Q1 2025

Apr 25, 2025
BUY
N/A
1,957 Added 61.75%
5,126 $235 Million
Q4 2024

Jan 23, 2025
BUY
N/A
3,169 New
3,169 $172 Million
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