Twin Peaks Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 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 29,526 shares of QUAL stock, worth $5.39 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
29,526
Previous 25,826
14.33%
Holding current value
$5.39 Million
Previous $4.63 Billion
13.55%
% of portfolio
2.22%
Previous 2.14%
Shares
5 transactions
Others Institutions Holding QUAL
# of Institutions
1,564Shares Held
236MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$5.32 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$3.08 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.66 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.41 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.4 Billion0.92% of portfolio