Adapt Wealth Advisors, LLC ALPS ETF TR Transaction History

Adapt Wealth Advisors, LLC

  • $224 Billion
  • Q2 2025
Number of Shares
611,022
Previous 593,317 2.98%
Holding current value
$15.8 Billion
Previous $15.4 Billion 2.84%
% of portfolio
7.06%
Previous 7.49%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
17,705 Added 2.98%
611,022 $15.8 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
178,866 Added 43.16%
593,317 $15.4 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
69,280 Added 20.07%
414,451 $10.6 Billion
Q3 2024

Nov 12, 2024
BUY
N/A
178,997 Added 107.72%
345,171 $9.13 Billion
Q2 2024

Aug 06, 2024
BUY
N/A
166,174 New
166,174 $4.23 Billion
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