Twin Peaks Wealth Advisors, LLC J P Morgan Exch Traded Fd Tr B Transaction History

Twin Peaks Wealth Advisors, LLC

$237 Billion
Q4 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in J P Morgan Exch Traded Fd Tr B stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 11,268 shares of BBIN stock, worth $722,616. This represents 0.27% of its overall portfolio holdings.

Number of Shares

11,268

Previous 5,509 104.54%

Holding current value

$722,616

Previous $347 Million 85.35%

% of portfolio

0.27%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$57.07 - $62.58 $328,666 - $360,398	5,759 Added 104.54%	11,268 $643 Million
Q3 2024 Oct 25, 2024	BUY	$56.88 - $63.65 $32,364 - $36,216	569 Added 11.52%	5,509 $347 Million
Q2 2024 Jul 31, 2024	SELL	$57.42 - $61.75 $20,958 - $22,538	-365 Reduced 6.88%	4,940 $292 Million
Q1 2024 Apr 23, 2024	SELL	$55.4 - $60.38 $2,049 - $2,234	-37 Reduced 0.69%	5,305 $319 Million
Q4 2023 Jan 17, 2024	BUY	$49.81 - $57.1 $266,085 - $305,028	5,342 New	5,342 $304 Million

Others Institutions Holding BBIN

# of Institutions

113

Shares Held

71.9M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCH-TRADED FD TR B

Ticker BBIN
Sector ETFs
Industry ETFs

More about BBIN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Account

Twin Peaks Wealth Advisors, LLC J P Morgan Exch Traded Fd Tr B Transaction History