Twin Peaks Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 10,230 shares of BSV stock, worth $781,572. This represents 0.44% of its overall portfolio holdings.
Number of Shares
10,230
Previous 11,765
13.05%
Holding current value
$781,572
Previous $906 Million
13.44%
% of portfolio
0.44%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,225Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.7 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.14 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.81 Billion5.15% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.47 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.05 Billion3.95% of portfolio