Twin Peaks Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 11,314 shares of IYW stock, worth $1.83 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
11,314
Previous 10,613
6.61%
Holding current value
$1.83 Million
Previous $1.6 Billion
7.4%
% of portfolio
0.79%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,149Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.74 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$949 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$732 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$692 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$670 Million0.29% of portfolio