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MV Oil Trust shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of MV Oil Trust (MVO) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in MV Oil Trust

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.00180098,009.580108,010.58011999999.510001,000.51001
Value ($)Share countHistorical MVO position of New Wave Wealth … Source: stockzoa.comValue ($)Share count

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All positions including MV Oil Trust 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 MV Oil Trust by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.0k 1.0k 8.01

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Top funds holding MV Oil Trust

Citadel Advisors
Marshall Wace
Cambridge Investment Research Advisors
Selective Wealth Management
Susquehanna International
CWM
GSA Capital Partners
Kingswood Wealth Advisors
BlackRock
UBS Group
Royal Bank of Canada
Group One Trading
Bank of America Corporation
SCBT Financial Corporation
Advisor Group Holdings

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