Twin Peaks Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 7,991 shares of IWD stock, worth $1.41 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
7,991Holding current value
$1.41 Million% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,883Shares Held
288MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.57 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.79 Billion0.51% of portfolio
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Goldman Sachs Group Inc New York, NY15.3MShares$2.7 Billion0.46% of portfolio
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Jpmorgan Chase & CO New York, NY9.25MShares$1.64 Billion0.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.6 Billion3.52% of portfolio