Twin Peaks Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 8,737 shares of IYW stock, worth $1.21 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
8,737
Previous 6,521
33.98%
Holding current value
$1.21 Million
Previous $800 Million
47.43%
% of portfolio
0.66%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,029Shares Held
78.6MCall Options Held
149KPut Options Held
98.2K-
Envestnet Asset Management Inc11.4MShares$1.58 Billion0.59% of portfolio
-
Morgan Stanley New York, NY5.81MShares$802 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.35MShares$600 Million14.74% of portfolio
-
Bank Of America Corp Charlotte, NC4.33MShares$597 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.82MShares$527 Million0.28% of portfolio