Twin Peaks Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 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 25,826 shares of QUAL stock, worth $4.65 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
25,826
Previous 21,154 22.09%
Holding current value
$4.65 Million
Previous $3.61 Billion 28.19%
% of portfolio
2.14%
Previous 1.8%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$162.64 - $179.3 $759,854 - $837,689
4,672 Added 22.09%
25,826 $4.63 Billion
Q2 2024

Jul 31, 2024
BUY
$154.56 - $173.19 $532,459 - $596,639
3,445 Added 19.45%
21,154 $3.61 Billion
Q1 2024

Apr 23, 2024
BUY
$144.62 - $165.44 $202,323 - $231,450
1,399 Added 8.58%
17,709 $2.91 Billion
Q4 2023

Jan 17, 2024
BUY
$127.66 - $147.99 $2.08 Million - $2.41 Million
16,310 New
16,310 $2.4 Billion

Others Institutions Holding QUAL

# of Institutions
1,447
Shares Held
227M
Call Options Held
16.1K
Put Options Held
9.2K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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