Twin Peaks Wealth Advisors, LLC Vanguard Russell 1000 ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 2,758 shares of VONE stock, worth $758,918. This represents 0.33% of its overall portfolio holdings.
Number of Shares
2,758
Previous 2,758
-0.0%
Holding current value
$758,918
Previous $679 Million
5.69%
% of portfolio
0.33%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding VONE
# of Institutions
320Shares Held
10.1MCall Options Held
700Put Options Held
400-
Ameriprise Financial Inc Minneapolis, MN800KShares$220 Million0.05% of portfolio
-
Red Cedar Investment Management, LLC675KShares$186 Million22.8% of portfolio
-
Ubs Group Ag597KShares$164 Million0.03% of portfolio
-
Morgan Stanley New York, NY538KShares$148 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC390KShares$107 Million0.01% of portfolio