Twin Peaks Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 3,345 shares of VO stock, worth $904,588. This represents 0.37% of its overall portfolio holdings.
Number of Shares
3,345
Previous 3,035
10.21%
Holding current value
$904,588
Previous $801 Million
10.32%
% of portfolio
0.37%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,287Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.06 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.72 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.19 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.08 Billion0.15% of portfolio