Napa Wealth Management Series Portfolios Tr Adaptiv S Transaction History

Napa Wealth Management

$213 Billion
Q3 2025

A detailed history of Napa Wealth Management transactions in Series Portfolios Tr Adaptiv S stock. As of the latest transaction made, Napa Wealth Management holds 174,917 shares of ADPV stock, worth $0. This represents 3.48% of its overall portfolio holdings.

Number of Shares

174,917

Holding current value

% of portfolio

3.48%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	N/A	174,917 New	174,917 $7.43 Billion

Others Institutions Holding ADPV

# of Institutions

Shares Held

3.11M

Call Options Held

Put Options Held

Client First Investment Management LLC West Bend, WI

2.27M
Shares

$0
49.23% of portfolio
Iron Bridge Private Wealth, LLC

328K
Shares

$0
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

220K
Shares

$0
0.0% of portfolio
Stephens Inc

49.7K
Shares

$0
0.0% of portfolio
Geneos Wealth Management Inc.

14.8K
Shares

$0
0.0% of portfolio

View Full List

About SERIES PORTFOLIOS TR ADAPTIV S

Ticker ADPV

More about ADPV

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