Twin Peaks Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 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 3,035 shares of VO stock, worth $855,384. This represents 0.37% of its overall portfolio holdings.
Number of Shares
3,035
Previous 2,566
18.28%
Holding current value
$855,384
Previous $621 Million
28.92%
% of portfolio
0.37%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,089Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.28 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.53 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.08 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.31 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.08 Billion0.14% of portfolio