Twin Peaks Wealth Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 22,805 shares of CALF stock, worth $1.04 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
22,805
Previous 16,505
38.17%
Holding current value
$1.04 Million
Previous $719 Million
47.54%
% of portfolio
0.49%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding CALF
# of Institutions
522Shares Held
136MCall Options Held
56.4KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.55 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$547 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.9MShares$361 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$316 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO4.64MShares$212 Million0.19% of portfolio