Twin Peaks Wealth Advisors, LLC Ishares Morningstar Small Cap Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 760 shares of ISCG stock, worth $41,936. This represents 0.01% of its overall portfolio holdings.
Number of Shares
760Holding current value
$41,936% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding ISCG
# of Institutions
161Shares Held
7.98MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.06MShares$58.6 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO491KShares$27.1 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC435KShares$24 Million0.01% of portfolio
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Avantax Advisory Services, Inc.378KShares$20.9 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC345KShares$19 Million0.0% of portfolio