Twin Peaks Wealth Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 82,251 shares of DYNF stock, worth $4.29 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
82,251
Previous 66,194
24.26%
Holding current value
$4.29 Million
Previous $3.11 Billion
30.96%
% of portfolio
1.88%
Previous 1.55%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
438Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.45 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.05 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$711 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$518 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$461 Million1.88% of portfolio