Twin Peaks Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 21,831 shares of IJH stock, worth $1.46 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
21,831
Previous 22,544
3.16%
Holding current value
$1.46 Million
Previous $1.32 Billion
3.13%
% of portfolio
0.63%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding IJH
# of Institutions
2,463Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$7.14 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.34 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.18 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.75 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.54 Billion0.19% of portfolio