NEW WAVE WEALTH ADVISORS LLC SPY Holdings History
NEW WAVE WEALTH ADVISORS LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, NEW WAVE WEALTH ADVISORS LLC held 21,455.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $13.26 Mil. This investment constitutes 5.63% of their stock portfolio, and NEW WAVE WEALTH ADVISORS LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q2. And since then NEW WAVE WEALTH ADVISORS LLC has made 2 purchases of SPY, at an average price of $542.94, for a total of 32,069.00 shares. In addition, there have been 2 sales at an average price of $584.71 for 10,614.00 shares. Based on historical transaction data and SPY's current price of $634.21, NEW WAVE WEALTH ADVISORS LLC's estimated gain on his SPY holdings is $2.40 Mil, reflecting a 13.79% gain to date.
NEW WAVE WEALTH ADVISORS LLC SPY ($634.21) Holding Chart
NEW WAVE WEALTH ADVISORS LLC SPY ($634.21) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
