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 1,923,240 shares of ADPV stock, worth $0. This represents 45.19% of its overall portfolio holdings.

Number of Shares
1,923,240
Previous 1,853,692 3.75%
Holding current value
$0
Previous $55.6 Billion 4.64%
% of portfolio
45.19%
Previous 44.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SERIES PORTFOLIOS TR ADAPTIV S


  • 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.