Twin Peaks Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 1,236 shares of SPDW stock, worth $53,864. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,236Holding current value
$53,864% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,147Shares Held
575MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.34 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.6 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.39 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.31 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$766 Million16.36% of portfolio