Twin Peaks Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 174,042 shares of IUSB stock, worth $7.86 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
174,042
Previous 126,904
37.14%
Holding current value
$7.86 Million
Previous $5.74 Billion
42.91%
% of portfolio
3.78%
Previous 2.86%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
708Shares Held
702MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.18 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.7 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.44 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.81 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.78 Billion0.85% of portfolio