Twin Peaks Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 114,561 shares of IUSB stock, worth $5.17 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
114,561
Previous 71,851
59.44%
Holding current value
$5.17 Million
Previous $3.31 Billion
57.78%
% of portfolio
2.9%
Previous 2.11%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
661Shares Held
604MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.06 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.57 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.23 Billion3.08% of portfolio
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Wells Fargo & Company San Francisco, CA40.1MShares$1.81 Billion0.45% of portfolio
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Lpl Financial LLC Fort Mill, SC32MShares$1.44 Billion0.8% of portfolio