Twin Peaks Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 5,338 shares of VB stock, worth $1.3 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
5,338
Previous 3,835
39.19%
Holding current value
$1.3 Million
Previous $836 Million
51.43%
% of portfolio
0.58%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio