Twin Peaks Wealth Advisors, LLC Ishares Tr Transaction History
Twin Peaks Wealth Advisors, LLC
- $293 Billion
- Q3 2025
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 7,513 shares of ITA stock, worth $1.55 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
7,513
Previous 115
6433.04%
Holding current value
$1.55 Million
Previous $22.7 Million
6811.62%
% of portfolio
0.54%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding ITA
# of Institutions
972Shares Held
32.4MCall Options Held
654KPut Options Held
538K-
Envestnet Asset Management Inc4.78MShares$984 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.83MShares$582 Million0.18% of portfolio
-
Morgan Stanley New York, NY2.82MShares$581 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.76MShares$568 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.12MShares$231 Million0.05% of portfolio