Adapt Wealth Advisors, LLC Ishares Barclays Transaction History
Adapt Wealth Advisors, LLC
- $160 Billion
- Q2 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 10,673 shares of IEF stock, worth $999,739. This represents 0.63% of its overall portfolio holdings.
Number of Shares
10,673
Previous 12,382
13.8%
Holding current value
$999,739
Previous $1.17 Billion
14.72%
% of portfolio
0.63%
Previous 0.83%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,018Shares Held
242MCall Options Held
17.5MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$1.91 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.91 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.89 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.21 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.06 Billion0.29% of portfolio