Twin Peaks Wealth Advisors, LLC Ishares Tr Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 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 19,678 shares of MBB stock, worth $1.81 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
19,678
Previous 17,156
14.7%
Holding current value
$1.81 Million
Previous $1.64 Billion
9.76%
% of portfolio
0.76%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding MBB
# of Institutions
972Shares Held
332MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.84 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.2 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.53 Billion0.87% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.7MShares$1.82 Billion0.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.77 Billion0.84% of portfolio