Adapt Wealth Advisors, LLC Ishares Tr Transaction History
Adapt Wealth Advisors, LLC
- $160 Billion
- Q2 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 43,326 shares of MBB stock, worth $3.99 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
43,326
Previous 61,497
29.55%
Holding current value
$3.99 Million
Previous $5.68 Billion
30.01%
% of portfolio
2.49%
Previous 4.05%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
917Shares Held
314MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.71 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.68 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.31 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.66 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.55 Billion0.68% of portfolio