Twin Peaks Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 17,301 shares of SPLG stock, worth $1.08 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
17,301
Previous 11,454
51.05%
Holding current value
$1.08 Million
Previous $640 Million
66.25%
% of portfolio
0.59%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,016Shares Held
389MCall Options Held
243KPut Options Held
286K-
Betterment LLC New York, NY33.6MShares$2.09 Billion5.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.7MShares$1.85 Billion1.0% of portfolio
-
Creative Planning Overland Park, KS27.6MShares$1.72 Billion1.88% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.2MShares$820 Million58.41% of portfolio
-
Jpmorgan Chase & CO New York, NY10.3MShares$640 Million0.06% of portfolio