Twin Peaks Wealth Advisors, LLC Ishares Morningstar Value ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 542 shares of ILCV stock, worth $49,153. This represents 0.02% of its overall portfolio holdings.
Number of Shares
542Holding current value
$49,153% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
186Shares Held
9.45MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY905KShares$82 Million0.66% of portfolio
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Bank Of America Corp Charlotte, NC812KShares$73.7 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA703KShares$63.7 Million2.81% of portfolio
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Matrix Trust CO700KShares$63.5 Million9.3% of portfolio
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Ubs Group Ag497KShares$45.1 Million0.01% of portfolio