Twin Peaks Wealth Advisors, LLC Ishares Tr Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 11,569 shares of IFRA stock, worth $547,329. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,569
Previous 10,354
11.73%
Holding current value
$547,329
Previous $486 Million
10.11%
% of portfolio
0.23%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding IFRA
# of Institutions
472Shares Held
45.3MCall Options Held
400Put Options Held
200-
Envestnet Asset Management Inc7.22MShares$342 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$255 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.17MShares$103 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.02MShares$95.5 Million0.01% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.56MShares$73.8 Million3.26% of portfolio