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NEW WAVE WEALTH ADVISORS LLC → BLK

NEW WAVE WEALTH ADVISORS LLC BLK Position History

BlackRock, Inc. • Financial Services

Quarters held
10
Latest value
$9.9M
Q3 2026
Peak value
$9.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$992K
Q3 2025$8.6M
Q4 2025$872K
Q4 2025$9.2M
Q1 2026$204K
Q1 2026$9M
Q2 2026$9.9M
Q2 2026$9.9M
Q3 2026$322K
Q3 2026$9.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.9M139.9K——
Q3 2026$322K4.0K——
Q2 2026$9.9M136.5K——
Q2 2026$9.9M136.5K——
Q1 2026$9M132.3K——
Q1 2026$204K2.5K——
Q4 2025$9.2M133.6K——
Q4 2025$872K10.5K——
Q3 2025$8.6M130.9K——
Q3 2025$992K12.0K——

Other funds holding BLK

Other NEW WAVE WEALTH ADVISORS LLC positions

WMT

WALMART INC

$35M
WMT

WALMART INC

$31.4M
WMT

WALMART INC

$31M
WMT

WALMART INC

$31M
WMT

WALMART INC

$30.7M
WMT

WALMART INC

$28.8M
FTAIM

FIRST TR EXCHNG TRADED FD VI

$15.6M
FTAIM

FIRST TR EXCHNG TRADED FD VI

$14.9M