Twin Peaks Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
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 13,794 shares of IYW stock, worth $2.23 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
13,794
Previous 11,908
15.84%
Holding current value
$2.23 Million
Previous $1.9 Billion
0.56%
% of portfolio
0.86%
Previous 0.8%
Shares
6 transactions
Others Institutions Holding IYW
# of Institutions
1,230Shares Held
87MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.64 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$963 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$863 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$732 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$725 Million0.05% of portfolio