ADAPT WEALTH ADVISORS, LLC PPA Holdings History
Number of Shares
71,828.00
Current Holdings Value*
$8.37 Mil
% of Portfolio
4.08%
Total Estimate Gain
$2.05 Mil
% of Total Estimate Gain
24.22%
ADAPT WEALTH ADVISORS, LLC's Invesco Aerospace & Defense ETF Holding Summary
As of 2025-03-31, ADAPT WEALTH ADVISORS, LLC held 71,828.00 shares of Invesco Aerospace & Defense ETF(PPA), totaling $8.37 Mil. This investment constitutes 4.08% of their stock portfolio, and ADAPT WEALTH ADVISORS, LLC now holds 0.18% of the outstanding Invesco Aerospace & Defense ETF(PPA) stock.
The initial trade took place in 2024Q4. And since then ADAPT WEALTH ADVISORS, LLC has made 2 purchases of PPA, at an average price of $117.97, for a total of 71,828.00 shares. Based on historical transaction data and PPA's current price of $146.54, ADAPT WEALTH ADVISORS, LLC's estimated gain on his PPA holdings is $2.05 Mil, reflecting a 24.22% gain to date.
ADAPT WEALTH ADVISORS, LLC PPA ($146.54) Holding Chart
ADAPT WEALTH ADVISORS, LLC PPA ($146.54) 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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