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Icahn Enterprises shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of Icahn Enterprises (IEP) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in Icahn Enterprises

Tip: Access up to 7 years of quarterly data

All positions including Icahn Enterprises 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 Icahn Enterprises by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $867 100 8.67

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Ishares Tr Europe Etf (IEV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for New Wave Wealth Advisors

Top funds holding Icahn Enterprises

Carl C. Icahn, Individual
Susquehanna International
Morgan Stanley
Lantern Wealth Advisors
First Trust Advisors
Citadel Advisors
Geode Capital Management
Limestone Investment Advisors
Goldman Sachs Group
Wolverine Trading
International Assets Investment Management
LPL Financial
Crawford Fund Management
UBS Group
Raymond James Financial

View all funds holding Icahn Enterprises