Twin Peaks Wealth Advisors, LLC J P Morgan Exchg Traded Fd Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 7,092 shares of BBUS stock, worth $773,595. This represents 0.34% of its overall portfolio holdings.
Number of Shares
7,092
Previous 6,221
14.0%
Holding current value
$773,595
Previous $610 Million
20.34%
% of portfolio
0.34%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding BBUS
# of Institutions
139Shares Held
17.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY3.71MShares$405 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.22MShares$242 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.33MShares$145 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.17MShares$127 Million0.04% of portfolio
-
Vestmark Advisory Solutions, Inc.1.1MShares$120 Million4.7% of portfolio