Twin Peaks Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 23,777 shares of IJH stock, worth $1.4 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
23,777
Previous 21,831
8.91%
Holding current value
$1.4 Million
Previous $1.36 Billion
8.9%
% of portfolio
0.63%
Previous 0.63%
Shares
5 transactions
Others Institutions Holding IJH
# of Institutions
2,655Shares Held
1.14BCall Options Held
773KPut Options Held
70.2K-
Northwestern Mutual Wealth Management CO111MShares$6.51 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$3.99 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$3.01 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.5 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.29 Billion0.2% of portfolio