Twin Peaks Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 3,170 shares of BSV stock, worth $245,136. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,170
Previous 5,980
46.99%
Holding current value
$245,136
Previous $471 Million
47.95%
% of portfolio
0.1%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,298Shares Held
383MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.28 Billion0.22% of portfolio