Twin Peaks Wealth Advisors, LLC ISHARES U.S. THEMATIC ROTATION ACTIVE ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $293 Billion
  • Q3 2025
Number of Shares
89,328
Previous 84,291 5.98%
Holding current value
$3.38 Billion
Previous $3.1 Billion 9.0%
% of portfolio
1.16%
Previous 1.0%

Shares

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

Oct 30, 2025
BUY
N/A
5,037 Added 5.98%
89,328 $3.38 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
84,291 New
84,291 $3.1 Billion
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