Accel Wealth Management Series Portfolios Tr Adaptiv S Transaction History

Accel Wealth Management

$344 Million
Q4 2025

A detailed history of Accel Wealth Management transactions in Series Portfolios Tr Adaptiv S stock. As of the latest transaction made, Accel Wealth Management holds 6,412 shares of ADPV stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,412

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 20, 2026	BUY	N/A	6,412 New	6,412 $0

Others Institutions Holding ADPV

# of Institutions

Shares Held

3.12M

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
Napa Wealth Management Napa, CA

175K
Shares

$0
3.48% of portfolio
Stephens Inc

49.7K
Shares

$0
0.0% of portfolio

View Full List

About SERIES PORTFOLIOS TR ADAPTIV S

Ticker ADPV

More about ADPV

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