Adapt Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Adapt Wealth Advisors, LLC
- $224 Billion
- Q2 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 $882,936. This represents 0.34% of its overall portfolio holdings.
Number of Shares
4,396
Previous 4,396
-0.0%
Holding current value
$882,936
Previous $617 Million
23.38%
% of portfolio
0.34%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,316Shares Held
88.8MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.87 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.19 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.09 Billion0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$925 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$876 Million15.71% of portfolio