Twin Peaks Wealth Advisors, LLC Renaissance Cap Greenwich Fds Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 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 5,647 shares of IPO stock, worth $262,980. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,647
Previous 5,647
-0.0%
Holding current value
$262,980
Previous $228 Million
6.38%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding IPO
# of Institutions
62Shares Held
852KCall Options Held
27.5KPut Options Held
4.2K-
Tradition Wealth Management, LLC134KShares$6.23 Million0.54% of portfolio
-
Goldman Sachs Group Inc New York, NY116KShares$5.41 Million0.0% of portfolio
-
Synergy Asset Management, LLC Bellevue, WA86.9KShares$4.05 Million0.3% of portfolio
-
Cetera Investment Advisers Schaumburg, IL69.9KShares$3.25 Million0.01% of portfolio
-
Sfi Advisors, LLC Montclair, NJ68.8KShares$3.2 Million2.11% of portfolio