Number of Shares
21,786.00
Current Holdings Value*
$2.17 Mil
% of Portfolio
0.92%
Total Estimate Gain
$-708.80
% of Total Estimate Gain
-0.01%

NEW WAVE WEALTH ADVISORS LLC's SPDR Bloomberg 3-12 Month T-Bill ETF Holding Summary

As of 2025-06-30, NEW WAVE WEALTH ADVISORS LLC held 21,786.00 shares of SPDR Bloomberg 3-12 Month T-Bill ETF(BILS), totaling $2.17 Mil. This investment constitutes 0.92% of their stock portfolio, and NEW WAVE WEALTH ADVISORS LLC now holds 0.06% of the outstanding SPDR Bloomberg 3-12 Month T-Bill ETF(BILS) stock.

The initial trade took place in 2024Q4. And since then NEW WAVE WEALTH ADVISORS LLC has made 2 purchases of BILS, at an average price of $99.32, for a total of 51,072.00 shares. In addition, there have been 1 sales at an average price of $99.29 for 29,286.00 shares. Based on historical transaction data and BILS's current price of $99.32, NEW WAVE WEALTH ADVISORS LLC's estimated gain on his BILS holdings is $-708.80, reflecting a -0.01% gain to date.

NEW WAVE WEALTH ADVISORS LLC BILS ($99.32) Holding Chart

NEW WAVE WEALTH ADVISORS LLC BILS ($99.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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