Adapt Wealth Advisors, LLC Ishares Tr Transaction History
Adapt Wealth Advisors, LLC
- $187 Billion
- Q3 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 25,085 shares of MBB stock, worth $2.32 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
25,085
Previous 43,326
42.1%
Holding current value
$2.32 Million
Previous $3.98 Billion
39.58%
% of portfolio
1.29%
Previous 2.49%
Shares
3 transactions
Others Institutions Holding MBB
# of Institutions
944Shares Held
327MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.85 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.2 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.53 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.77 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.69 Billion0.72% of portfolio