Adapt Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Adapt Wealth Advisors, LLC
- $205 Billion
- Q1 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 $627,880. This represents 0.3% of its overall portfolio holdings.
Number of Shares
4,396
Previous 4,396
-0.0%
Holding current value
$627,880
Previous $701 Million
11.96%
% of portfolio
0.3%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,241Shares Held
84.5MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.1MShares$1.45 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.85MShares$836 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$730 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$619 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$614 Million0.06% of portfolio