Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-11,327.40
% of Total Estimate Gain
-0.68%

ADAPT WEALTH ADVISORS, LLC's iShares Floating Rate Loan Active ETF Holding Summary

As of 2025-03-31, ADAPT WEALTH ADVISORS, LLC held - shares of iShares Floating Rate Loan Active ETF(BRLN), totaling N/A. This investment constitutes 0% of their stock portfolio, and ADAPT WEALTH ADVISORS, LLC now holds 0% of the outstanding iShares Floating Rate Loan Active ETF(BRLN) stock.

The initial trade took place in 2024Q4. And since then ADAPT WEALTH ADVISORS, LLC has made 1 purchases of BRLN, at an average price of $52.57, for a total of 31,465.00 shares. In addition, there have been 1 sales at an average price of $52.21 for 31,465.00 shares. Based on historical transaction data and BRLN's current price of $52.08, ADAPT WEALTH ADVISORS, LLC's estimated gain on his BRLN holdings is $-11,327.40, reflecting a -0.68% gain to date.

ADAPT WEALTH ADVISORS, LLC BRLN ($52.08) Holding Chart

ADAPT WEALTH ADVISORS, LLC BRLN ($52.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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