Twin Peaks Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 19,444 shares of IJH stock, worth $1.17 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
19,444
Previous 3,910
397.29%
Holding current value
$1.17 Million
Previous $1.08 Billion
8.97%
% of portfolio
0.66%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding IJH
# of Institutions
2,331Shares Held
986MCall Options Held
1.07MPut Options Held
117K-
Northwestern Mutual Wealth Management CO97.3MShares$5.87 Billion6.08% of portfolio
-
Bank Of America Corp Charlotte, NC64.7MShares$3.9 Billion0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA49MShares$2.96 Billion0.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.5MShares$2.32 Billion1.28% of portfolio
-
Jpmorgan Chase & CO New York, NY38MShares$2.29 Billion0.21% of portfolio