Twin Peaks Wealth Advisors, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 20,794 shares of IVW stock, worth $1.79 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
20,794
Previous 6,147
238.28%
Holding current value
$1.79 Million
Previous $462 Million
280.35%
% of portfolio
0.98%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,670Shares Held
383MCall Options Held
379KPut Options Held
363K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.03 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$2.88 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$2.71 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.54 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.31 Billion0.31% of portfolio