Twin Peaks Wealth Advisors, LLC Ishares Tr Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 17,156 shares of MBB stock, worth $1.58 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
17,156
Previous 14,953 14.73%
Holding current value
$1.58 Million
Previous $1.37 Billion 19.73%
% of portfolio
0.76%
Previous 0.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$90.85 - $96.66 $200,142 - $212,941
2,203 Added 14.73%
17,156 $1.64 Billion
Q2 2024

Jul 31, 2024
BUY
$89.41 - $92.64 $160,490 - $166,288
1,795 Added 13.64%
14,953 $1.37 Billion
Q1 2024

Apr 23, 2024
BUY
$91.2 - $93.98 $170,088 - $175,272
1,865 Added 16.51%
13,158 $1.22 Billion
Q4 2023

Jan 17, 2024
BUY
$85.82 - $94.55 $969,165 - $1.07 Million
11,293 New
11,293 $1.06 Billion

Others Institutions Holding MBB

# of Institutions
944
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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