Adapt Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Adapt Wealth Advisors, LLC
- $203 Billion
- Q4 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 4,396 shares of IYW stock, worth $635,969. This represents 0.35% of its overall portfolio holdings.
Number of Shares
4,396
Previous 4,596
4.35%
Holding current value
$635,969
Previous $697 Million
0.63%
% of portfolio
0.35%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,243Shares Held
84.2MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.47 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$847 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$739 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$627 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$622 Million0.06% of portfolio