Twin Peaks Wealth Advisors, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 15,212 shares of XSHQ stock, worth $658,831. This represents 0.3% of its overall portfolio holdings.
Number of Shares
15,212
Previous 15,372
1.04%
Holding current value
$658,831
Previous $598 Million
10.21%
% of portfolio
0.3%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding XSHQ
# of Institutions
66Shares Held
6.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.32MShares$57.2 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO1.02MShares$44 Million0.05% of portfolio
-
Benjamin Edwards Inc Clayton, MO825KShares$35.7 Million0.53% of portfolio
-
New York Life Investment Management LLC New York, NY507KShares$21.9 Million0.23% of portfolio
-
Confluence Investment Management LLC428KShares$18.5 Million0.26% of portfolio