Adapt Wealth Advisors, LLC Ishares Tr Transaction History
Adapt Wealth Advisors, LLC
- $224 Billion
- Q2 2025
A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 1,590 shares of DVY stock, worth $226,288. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,590
Previous 1,590
-0.0%
Holding current value
$226,288
Previous $214 Million
1.1%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding DVY
# of Institutions
1,468Shares Held
72.3MCall Options Held
1.13MPut Options Held
114K-
Bank Of America Corp Charlotte, NC7.84MShares$1.12 Billion0.08% of portfolio
-
Morgan Stanley New York, NY6.3MShares$896 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.76MShares$535 Million0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.75MShares$534 Million0.32% of portfolio
-
Northern Trust Corp Chicago, IL3.09MShares$439 Million0.06% of portfolio