Adapt Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Adapt Wealth Advisors, LLC
- $271 Billion
- Q3 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 4,556 shares of IYW stock, worth $907,372. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,556
Previous 4,396
3.64%
Holding current value
$907,372
Previous $762 Million
17.15%
% of portfolio
0.33%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,365Shares Held
67.2MCall Options Held
103KPut Options Held
183K-
Morgan Stanley New York, NY5.59MShares$1.11 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$879 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.33MShares$862 Million13.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.6MShares$717 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY3MShares$598 Million0.04% of portfolio