NWWA
RTB

New Wave Wealth Advisors’s RTB Digital RTB Stock Holding History

New Wave Wealth Advisors’s Portfolio RTB Stock Details RTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-80
Closed -$3.64K – 565
2024
Q4 		$3.64K Buy
+80
New +$4.4K ﹤0.01% 473

Other funds holding RTB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

New Wave Wealth Advisors's RTB Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of RTB Digital (RTB) in Q1 2025, closing a stake of 80 shares — an estimated $3.64K sold.

New Wave Wealth Advisors first reported a position in RTB in Q4 2024 and held it in 1 quarter. The position peaked at $3.64K in Q4 2024. 17 funds tracked by Wall St. Rank hold RTB as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining RTB Digital position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 80 RTB Digital shares in Q1 2025, an estimated $3.64K.
  • New Wave Wealth Advisors first reported a position in RTB Digital in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's RTB Digital position peaked at $3.64K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held RTB Digital as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.