Twin Peaks Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 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 5,980 shares of BSV stock, worth $464,466. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,980
Previous 13,503
55.71%
Holding current value
$464,466
Previous $1.04 Billion
54.56%
% of portfolio
0.22%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,219Shares Held
365MCall Options Held
3.2KPut Options Held
96.7K-
Envestnet Asset Management Inc50.3MShares$3.91 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.98 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.49 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.42 Billion0.12% of portfolio