Adapt Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Adapt Wealth Advisors, LLC
- $205 Billion
- Q1 2025
A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 4,396 shares of IYW stock, worth $721,427. This represents 0.3% of its overall portfolio holdings.
Number of Shares
4,396
Previous 4,396
-0.0%
Holding current value
$721,427
Previous $701 Million
11.96%
% of portfolio
0.3%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,230Shares Held
87MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.66 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$977 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$876 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$743 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$736 Million0.05% of portfolio