ADAPT WEALTH ADVISORS, LLC IAK Holdings History
ADAPT WEALTH ADVISORS, LLC's iShares U.S. Insurance ETF Holding Summary
As of 2025-03-31, ADAPT WEALTH ADVISORS, LLC held 62,104.00 shares of iShares U.S. Insurance ETF(IAK), totaling $8.56 Mil. This investment constitutes 4.17% of their stock portfolio, and ADAPT WEALTH ADVISORS, LLC now holds 1.09% of the outstanding iShares U.S. Insurance ETF(IAK) stock.
The initial trade took place in 2024Q2. And since then ADAPT WEALTH ADVISORS, LLC has made 4 purchases of IAK, at an average price of $122.77, for a total of 62,104.00 shares. Based on historical transaction data and IAK's current price of $129.26, ADAPT WEALTH ADVISORS, LLC's estimated gain on his IAK holdings is $402,527.32, reflecting a 5.28% gain to date.
ADAPT WEALTH ADVISORS, LLC IAK ($129.26) Holding Chart
ADAPT WEALTH ADVISORS, LLC IAK ($129.26) 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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