Adapt Wealth Advisors, LLC Ishares Barclays Transaction History
Adapt Wealth Advisors, LLC
- $187 Billion
- Q3 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 6,786 shares of IEF stock, worth $628,451. This represents 0.36% of its overall portfolio holdings.
Number of Shares
6,786
Previous 10,673
36.42%
Holding current value
$628,451
Previous $1 Billion
33.38%
% of portfolio
0.36%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,055Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.86 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.57 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.31 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.22 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.18 Billion0.41% of portfolio