Adapt Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History
Adapt Wealth Advisors, LLC
- $203 Billion
- Q4 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 3,328 shares of IUSG stock, worth $429,911. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,328
Previous 3,331
0.09%
Holding current value
$429,911
Previous $439 Million
5.55%
% of portfolio
0.23%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding IUSG
# of Institutions
820Shares Held
117MCall Options Held
2.7KPut Options Held
100-
Bank Of America Corp Charlotte, NC39.5MShares$5.1 Billion0.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.3MShares$1.98 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13MShares$1.68 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.29MShares$813 Million0.84% of portfolio
-
Envestnet Asset Management Inc2.03MShares$263 Million0.09% of portfolio