Adapt Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Adapt Wealth Advisors, LLC
- $224 Billion
- Q2 2025
A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 4,396 shares of IYW stock, worth $808,512. This represents 0.34% of its overall portfolio holdings.
Number of Shares
4,396
Previous 4,396
-0.0%
Holding current value
$808,512
Previous $617 Million
23.38%
% of portfolio
0.34%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,281Shares Held
85.1MCall Options Held
339KPut Options Held
154K-
Envestnet Asset Management Inc9.3MShares$1.71 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.09 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$981 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$833 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$825 Million0.05% of portfolio