Twin Peaks Wealth Advisors, LLC Invesco ETF Tr Ii S&P Smallcap Call Options Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XSHQ
# of Institutions
54Shares Held
3.07MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.1MShares$46.9 Million0.02% of portfolio
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New York Life Investment Management LLC New York, NY510KShares$21.7 Million0.21% of portfolio
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Confluence Investment Management LLC418KShares$17.8 Million0.25% of portfolio
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Breakwater Capital Group Paramus, NJ172KShares$7.32 Million1.5% of portfolio
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Schwallier Wealth Management LLC Grand Rapids, MI151KShares$6.42 Million4.76% of portfolio