Twin Peaks Wealth Advisors, LLC JPMORGAN ACTIVE BOND ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $220 Billion
  • Q1 2025
Number of Shares
8,890
Previous 7,215 23.22%
Holding current value
$470 Million
Previous $377 Million 24.63%
% of portfolio
0.21%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
N/A
1,675 Added 23.22%
8,890 $470 Million
Q4 2024

Feb 04, 2025
BUY
N/A
7,215 New
7,215 $377 Million
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email