Number of Shares
193,118.00
Current Holdings Value*
$6.64 Mil
% of Portfolio
2.62%
Total Estimate Gain
$629,564.68
% of Total Estimate Gain
8.80%

IronBridge Private Wealth, LLC's Adaptiv Select ETF Holding Summary

As of 2025-03-31, IronBridge Private Wealth, LLC held 193,118.00 shares of Adaptiv Select ETF(ADPV), totaling $6.64 Mil. This investment constitutes 2.62% of their stock portfolio, and IronBridge Private Wealth, LLC now holds 5.49% of the outstanding Adaptiv Select ETF(ADPV) stock.

The initial trade took place in 2025Q1. And since then IronBridge Private Wealth, LLC has made 1 purchases of ADPV, at an average price of $37.03, for a total of 193,118.00 shares. Based on historical transaction data and ADPV's current price of $40.29, IronBridge Private Wealth, LLC's estimated gain on his ADPV holdings is $629,564.68, reflecting a 8.80% gain to date.

IronBridge Private Wealth, LLC ADPV ($40.29) Holding Chart

IronBridge Private Wealth, LLC ADPV ($40.29) 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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