Twin Peaks Wealth Advisors, LLC ISHARES A.I. INNOVATION AND TECH ACTIVE ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $293 Billion
  • Q3 2025
Number of Shares
102,411
Previous 44,438 130.46%
Holding current value
$3.5 Billion
Previous $1.44 Billion 143.43%
% of portfolio
1.19%
Previous 0.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
N/A
57,973 Added 130.46%
102,411 $3.5 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
44,438 New
44,438 $1.44 Billion
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