NEW WAVE WEALTH ADVISORS LLC BILS Holdings History
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 $99.34, NEW WAVE WEALTH ADVISORS LLC's estimated gain on his BILS holdings is $-273.08, reflecting a -0.01% gain to date.
NEW WAVE WEALTH ADVISORS LLC BILS ($99.34) Holding Chart
NEW WAVE WEALTH ADVISORS LLC BILS ($99.34) 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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