Twin Peaks Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 11,796 shares of IVE stock, worth $2.26 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
11,796
Previous 9,483
24.39%
Holding current value
$2.26 Million
Previous $1.73 Billion
34.75%
% of portfolio
1.07%
Previous 0.86%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.26 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.48 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.4 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.33 Billion0.32% of portfolio