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 64,165 shares of IAK stock, worth $8.72 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
64,165
Previous 62,104
3.32%
Holding current value
$8.72 Million
Previous $8.56 Billion
0.81%
% of portfolio
3.86%
Previous 4.17%
Shares
5 transactions
Others Institutions Holding IAK
# of Institutions
184Shares Held
3.98MCall Options Held
200Put Options Held
0-
Morgan Stanley New York, NY310KShares$42.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA227KShares$30.9 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA219KShares$29.8 Million0.08% of portfolio
-
Miracle Mile Advisors, LLC219KShares$29.8 Million0.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC185KShares$25.2 Million0.01% of portfolio