Twin Peaks Wealth Advisors, LLC Wisdomtree Tr Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 2,180 shares of DWM stock, worth $145,994. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,180Holding current value
$145,994% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
136Shares Held
5.57MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$68.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC527KShares$35.3 Million0.01% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL387KShares$25.9 Million2.09% of portfolio
-
Bank Of America Corp Charlotte, NC367KShares$24.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA326KShares$21.8 Million0.0% of portfolio