Twin Peaks Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 14,261 shares of SPLG stock, worth $1.01 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
14,261
Previous 13,341
6.9%
Holding current value
$1.01 Million
Previous $901 Million
9.15%
% of portfolio
0.42%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding SPLG
# of Institutions
1,294Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.74 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.78 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.15 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.1 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.09 Billion0.21% of portfolio