Client First Investment Management LLC Series Portfolios Tr Adaptiv S Transaction History

Client First Investment Management LLC

  • $156 Billion
  • Q4 2024

A detailed history of Client First Investment Management LLC transactions in Series Portfolios Tr Adaptiv S stock. As of the latest transaction made, Client First Investment Management LLC holds 2,103,204 shares of ADPV stock, worth $0. This represents 48.11% of its overall portfolio holdings.

Number of Shares
2,103,204
Previous 1,955,700 7.54%
Holding current value
$0
Previous $62.5 Billion 19.78%
% of portfolio
48.11%
Previous 47.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
N/A
147,504 Added 7.54%
2,103,204 $74.8 Billion
Q3 2024

Nov 08, 2024
BUY
N/A
32,460 Added 1.69%
1,955,700 $62.5 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
69,548 Added 3.75%
1,923,240 $58.2 Billion
Q1 2024

Apr 19, 2024
BUY
N/A
42,982 Added 2.37%
1,853,692 $55.6 Billion
Q4 2023

Apr 10, 2024
BUY
N/A
1,810,710 New
1,810,710 $45.1 Billion

Others Institutions Holding ADPV

# of Institutions
10
Shares Held
2.31M
Call Options Held
0
Put Options Held
0
View Full List

About SERIES PORTFOLIOS TR ADAPTIV S

ADPV Quotes by TradingView
  • Ticker ADPV
More about ADPV
Track This Portfolio

Track Client First Investment Management LLC Portfolio

Follow Client First Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Client First Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Client First Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email