Adapt Wealth Advisors, LLC Ishares Tr Global Energy ETF Transaction History
Adapt Wealth Advisors, LLC
- $187 Billion
- Q3 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 142,805 shares of IXC stock, worth $5.38 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
142,805
Previous 98,152
45.49%
Holding current value
$5.38 Million
Previous $4.07 Billion
41.88%
% of portfolio
3.09%
Previous 2.55%
Shares
3 transactions
Others Institutions Holding IXC
# of Institutions
401Shares Held
30MCall Options Held
47.6KPut Options Held
300-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa9.83MShares$371 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$60.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.16MShares$43.9 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY988KShares$37.2 Million0.0% of portfolio
-
Envestnet Asset Management Inc888KShares$33.5 Million0.01% of portfolio