Twin Peaks Wealth Advisors, LLC Ishares Tr Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 19,678 shares of MBB stock, worth $1.83 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
19,678
Previous 17,156
14.7%
Holding current value
$1.83 Million
Previous $1.64 Billion
9.76%
% of portfolio
0.76%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding MBB
# of Institutions
1,001Shares Held
362MCall Options Held
180KPut Options Held
30.3K-
Bank Of America Corp Charlotte, NC76MShares$7.08 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.82 Billion0.39% of portfolio
-
Envestnet Asset Management Inc28.8MShares$2.68 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC21.9MShares$2.04 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.7MShares$1.83 Billion0.73% of portfolio