Twin Peaks Wealth Advisors, LLC Ishares Morningstar Value ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $293 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
195Shares Held
9.52MCall Options Held
117KPut Options Held
0-
Bank Of America Corp Charlotte, NC826KShares$76 Million0.01% of portfolio
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Equitable Holdings, Inc. New York, NY729KShares$67 Million0.51% of portfolio
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Steele Capital Management, Inc. Dubuque, IA670KShares$61.7 Million2.71% of portfolio
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Matrix Trust CO666KShares$61.3 Million10.38% of portfolio
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Ubs Group Ag537KShares$49.4 Million0.01% of portfolio