Twin Peaks Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 3,170 shares of BSV stock, worth $246,784. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,170
Previous 5,980
46.99%
Holding current value
$246,784
Previous $471 Million
47.95%
% of portfolio
0.1%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,352Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.37 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.25 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.09 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.28 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.27 Billion4.27% of portfolio