Twin Peaks Wealth Advisors, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 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 15,059 shares of XSHQ stock, worth $580,825. This represents 0.27% of its overall portfolio holdings.
Number of Shares
15,059
Previous 15,212
1.01%
Holding current value
$580,825
Previous $659 Million
3.16%
% of portfolio
0.27%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding XSHQ
# of Institutions
75Shares Held
7.61MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.33MShares$51.2 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO998KShares$38.5 Million0.05% of portfolio
-
Benjamin Edwards Inc Clayton, MO835KShares$32.2 Million0.52% of portfolio
-
New York Life Investment Management LLC New York, NY508KShares$19.6 Million0.22% of portfolio
-
Confluence Investment Management LLC459KShares$17.7 Million0.27% of portfolio