Twin Peaks Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 7,229 shares of IUSG stock, worth $864,226. This represents 0.47% of its overall portfolio holdings.
Number of Shares
7,229
Previous 7,944
9.0%
Holding current value
$864,226
Previous $827 Million
2.45%
% of portfolio
0.47%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding IUSG
# of Institutions
665Shares Held
107MCall Options Held
3KPut Options Held
100-
Bank Of America Corp Charlotte, NC36.3MShares$4.35 Billion0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.1MShares$1.68 Billion0.9% of portfolio
-
Morgan Stanley New York, NY11.5MShares$1.38 Billion0.11% of portfolio
-
Jones Financial Companies Lllp6.94MShares$830 Million1.11% of portfolio
-
Jpmorgan Chase & CO New York, NY2.15MShares$257 Million0.02% of portfolio