Twin Peaks Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 17,709 shares of QUAL stock, worth $2.93 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
17,709
Previous 16,310
8.58%
Holding current value
$2.93 Million
Previous $2.4 Billion
21.28%
% of portfolio
1.62%
Previous 1.53%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,285Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.48 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.16 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.46 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.35 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.3 Billion0.12% of portfolio