NEW WAVE WEALTH ADVISORS LLC XLK Holdings History
NEW WAVE WEALTH ADVISORS LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-06-30, NEW WAVE WEALTH ADVISORS LLC held 24,047.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $6.09 Mil. This investment constitutes 2.59% of their stock portfolio, and NEW WAVE WEALTH ADVISORS LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2024Q2. And since then NEW WAVE WEALTH ADVISORS LLC has made 3 purchases of XLK, at an average price of $214.09, for a total of 32,310.00 shares. In addition, there have been 1 sales at an average price of $221.69 for 8,263.00 shares. Based on historical transaction data and XLK's current price of $258.81, NEW WAVE WEALTH ADVISORS LLC's estimated gain on his XLK holdings is $1.14 Mil, reflecting a 16.46% gain to date.
NEW WAVE WEALTH ADVISORS LLC XLK ($258.81) Holding Chart
NEW WAVE WEALTH ADVISORS LLC XLK ($258.81) 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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