Twin Peaks Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 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 13,341 shares of SPLG stock, worth $951,746. This represents 0.42% of its overall portfolio holdings.
Number of Shares
13,341
Previous 14,031
4.92%
Holding current value
$951,746
Previous $898 Million
0.29%
% of portfolio
0.42%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,170Shares Held
480MCall Options Held
264KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.5 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.54 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.1 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$943 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.2MShares$872 Million50.12% of portfolio