Twin Peaks Wealth Advisors, LLC Ishares Core S&P 500 ETF 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 500 ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 18,369 shares of IVV stock, worth $9.77 Million. This represents 5.36% of its overall portfolio holdings.
Number of Shares
18,369
Previous 18,087
1.56%
Holding current value
$9.77 Million
Previous $8.64 Billion
11.79%
% of portfolio
5.36%
Previous 5.52%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,241Shares Held
624MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$33.9 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.2 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$15.8 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$12.5 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11 Billion12.02% of portfolio