Twin Peaks Wealth Advisors, LLC Ishares Tr Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 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 13,158 shares of MBB stock, worth $1.2 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
13,158
Previous 11,293
16.51%
Holding current value
$1.2 Million
Previous $1.06 Billion
14.46%
% of portfolio
0.68%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
897Shares Held
292MCall Options Held
869KPut Options Held
209K-
Bank Of America Corp Charlotte, NC71.5MShares$6.54 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY25.2MShares$2.31 Billion0.21% of portfolio
-
Envestnet Asset Management Inc22.2MShares$2.03 Billion0.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$1.54 Billion0.86% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.6MShares$1.24 Billion0.35% of portfolio