Twin Peaks Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
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 13,794 shares of IYW stock, worth $2.54 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
13,794
Previous 11,908
15.84%
Holding current value
$2.54 Million
Previous $1.9 Billion
0.56%
% of portfolio
0.86%
Previous 0.8%
Shares
6 transactions
Others Institutions Holding IYW
# of Institutions
1,282Shares Held
88.5MCall Options Held
339KPut Options Held
154K-
Envestnet Asset Management Inc9.3MShares$1.71 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.09 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$996 Million0.33% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$833 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$825 Million0.05% of portfolio