Twin Peaks Wealth Advisors, LLC Renaissance Cap Greenwich Fds Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Renaissance Cap Greenwich Fds stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 6,320 shares of IPO stock, worth $294,828. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,320
Previous 5,647
11.92%
Holding current value
$294,828
Previous $242 Million
13.72%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IPO
# of Institutions
68Shares Held
850KCall Options Held
5.8KPut Options Held
4.2K-
Tradition Wealth Management, LLC131KShares$6.1 Million0.54% of portfolio
-
Goldman Sachs Group Inc New York, NY116KShares$5.42 Million0.0% of portfolio
-
Synergy Asset Management, LLC Bellevue, WA86.9KShares$4.05 Million0.3% of portfolio
-
Morgan Stanley New York, NY74KShares$3.45 Million0.0% of portfolio
-
Sfi Advisors, LLC Montclair, NJ68.5KShares$3.2 Million2.12% of portfolio