Twin Peaks Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Twin Peaks Wealth Advisors, LLC

$217 Billion
Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 25,826 shares of QUAL stock, worth $4.66 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

25,826

Previous 21,154 22.09%

Holding current value

$4.66 Million

Previous $3.61 Billion 28.19%

% of portfolio

2.14%

Previous 1.8%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$162.64 - $179.3 $759,854 - $837,689	4,672 Added 22.09%	25,826 $4.63 Billion
Q2 2024 Jul 31, 2024	BUY	$154.56 - $173.19 $532,459 - $596,639	3,445 Added 19.45%	21,154 $3.61 Billion
Q1 2024 Apr 23, 2024	BUY	$144.62 - $165.44 $202,323 - $231,450	1,399 Added 8.58%	17,709 $2.91 Billion
Q4 2023 Jan 17, 2024	BUY	$127.66 - $147.99 $2.08 Million - $2.41 Million	16,310 New	16,310 $2.4 Billion

Others Institutions Holding QUAL

# of Institutions

1,447

Shares Held

227M

Call Options Held

16.1K

Put Options Held

9.2K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

More about QUAL

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Twin Peaks Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History