Adapt Wealth Advisors, LLC Ishares Tr Transaction History
Adapt Wealth Advisors, LLC
- $187 Billion
- Q3 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 38,983 shares of IAK stock, worth $5.38 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
38,983
Previous 18,552
110.13%
Holding current value
$5.38 Million
Previous $2.09 Billion
140.15%
% of portfolio
2.69%
Previous 1.31%
Shares
2 transactions
Others Institutions Holding IAK
# of Institutions
155Shares Held
3.74MCall Options Held
200Put Options Held
0-
Morgan Stanley New York, NY428KShares$59.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA249KShares$34.4 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA219KShares$30.2 Million0.1% of portfolio
-
Spc Financial, Inc.167KShares$23.1 Million1.91% of portfolio
-
Lpl Financial LLC Fort Mill, SC167KShares$23.1 Million0.01% of portfolio