New Wave Wealth Advisors »

Dollar Tree shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in Dollar Tree

Tip: Access up to 7 years of quarterly data

All positions including Dollar Tree held by New Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dollar Tree by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $313k 4.2k 74.94
2024-06-30 $222k 2.1k 106.77

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Tyson Foods Cl A (TSN)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for New Wave Wealth Advisors

Top funds holding Dollar Tree

Vanguard Group
BlackRock
Mantle Ridge
State Street Corporation
T. Rowe Price Investment Management
Nomura Holdings
Edgepoint Investment
Capital Research and Management Company - Division 3
Citadel Advisors
T. Rowe Price Associates
Hudson Bay Capital Management
Geode Capital Management
Fil
Invesco
Susquehanna International

View all funds holding Dollar Tree