Twin Peaks Wealth Advisors, LLC J P Morgan Exchg Traded Fd Transaction History

Twin Peaks Wealth Advisors, LLC

$220 Billion
Q1 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 15,607 shares of BBUS stock, worth $1.74 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

15,607

Previous 13,148 18.7%

Holding current value

$1.74 Million

Previous $1.39 Billion 8.8%

% of portfolio

0.69%

Previous 0.59%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$99.5 - $110.97 $244,670 - $272,875	2,459 Added 18.7%	15,607 $1.52 Billion
Q4 2024 Feb 04, 2025	BUY	$102.46 - $110.17 $620,497 - $667,189	6,056 Added 85.39%	13,148 $1.39 Billion
Q3 2024 Oct 25, 2024	BUY	$93.22 - $103.58 $81,194 - $90,218	871 Added 14.0%	7,092 $735 Million
Q2 2024 Jul 31, 2024	BUY	$89.42 - $98.82 $45,604 - $50,398	510 Added 8.93%	6,221 $610 Million
Q1 2024 Apr 23, 2024	SELL	$84.37 - $94.43 $506 - $566	-6 Reduced 0.1%	5,711 $539 Million
Q4 2023 Jan 17, 2024	BUY	$74.0 - $86.19 $423,058 - $492,748	5,717 New	5,717 $491 Million

Others Institutions Holding BBUS

# of Institutions

171

Shares Held

25.6M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHG-TRADED FD

Ticker BBUS
Sector ETFs
Industry ETFs

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Twin Peaks Wealth Advisors, LLC J P Morgan Exchg Traded Fd Transaction History