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Ishares Tr fltg rate nt shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in Ishares Tr fltg rate nt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fltg rate nt held by New Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fltg rate nt by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 23k 50.88
2024-06-30 $1.3M 25k 51.09

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 Ishares Tr fltg rate nt

Bank of America Corporation
Franklin Resources
BlackRock
Northern Trust
LPL Financial
New York Life Investment Management
UBS Group
Goodman & Company, Investment Counsel
Glenview Trust
Assetmark
Pnc Financial Services
Wells Fargo & Company
Envestnet Asset Management
Renaissance Technologies
Royal Bank of Canada

View all funds holding Ishares Tr fltg rate nt