Twin Peaks Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Twin Peaks Wealth Advisors, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$95.11 - $97.92 $365,888 - $376,698	-3,847 Reduced 32.71%	7,913 $768 Million
Q1 2024 Apr 23, 2024	BUY	$96.75 - $99.37 $418,056 - $429,377	4,321 Added 58.09%	11,760 $1.15 Billion
Q4 2023 Jan 17, 2024	BUY	$91.67 - $99.66 $681,933 - $741,370	7,439 New	7,439 $738 Million

1,968

1.07B

115K

548K

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