Twin Peaks Wealth Advisors, LLC ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $220 Billion
  • Q1 2025
Number of Shares
19,819
Previous 18,454 7.4%
Holding current value
$1.02 Billion
Previous $960 Million 6.2%
% of portfolio
0.46%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
N/A
1,365 Added 7.4%
19,819 $1.02 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
2,779 Added 17.73%
18,454 $960 Million
Q3 2024

Oct 25, 2024
BUY
N/A
6,651 Added 73.7%
15,675 $839 Million
Q2 2024

Jul 31, 2024
BUY
N/A
1,312 Added 17.01%
9,024 $471 Million
Q1 2024

Apr 23, 2024
BUY
N/A
7,712 New
7,712 $405 Million
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