Twin Peaks Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 150 shares of SCHO stock, worth $3,657. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150Holding current value
$3,657% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
708Shares Held
318MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$563 Million0.14% of portfolio
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Jpmorgan Chase & CO New York, NY21.5MShares$523 Million0.04% of portfolio
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Sei Investments CO Oaks, PA17MShares$415 Million0.5% of portfolio
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Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio