A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Discover Financial Services stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 1,574 shares of DFS stock, worth $278,472. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,574
Previous 1,689 6.81%
Holding current value
$278,472
Previous $221 Million 0.06%
% of portfolio
0.1%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$123.41 - $144.72 $14,192 - $16,642
-115 Reduced 6.81%
1,574 $221 Million
Q2 2024

Jul 31, 2024

BUY
$119.57 - $130.81 $201,953 - $220,938
1,689 New
1,689 $221 Million

Others Institutions Holding DFS

About Discover Financial Services


  • Ticker DFS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 273,225,984
  • Market Cap $48.3B
  • Description
  • Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, an...
More about DFS
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.