Twin Peaks Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 7,382 shares of IVE stock, worth $1.38 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
7,382Holding current value
$1.38 Million% of portfolio
0.77%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,416Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.32 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.28 Billion0.19% of portfolio
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Envestnet Asset Management Inc12MShares$2.23 Billion0.85% of portfolio
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Bank Of America Corp Charlotte, NC7.81MShares$1.46 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA7.51MShares$1.4 Billion0.34% of portfolio