Twin Peaks Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 1,756 shares of IWF stock, worth $720,118. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,756
Previous 1,625
8.06%
Holding current value
$720,118
Previous $593 Million
11.3%
% of portfolio
0.3%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding IWF
# of Institutions
2,219Shares Held
204MCall Options Held
346KPut Options Held
136K-
Bank Of America Corp Charlotte, NC30.1MShares$12.3 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.7 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.74MShares$3.99 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY6.77MShares$2.78 Billion0.21% of portfolio
-
Ubs Group Ag6.27MShares$2.57 Billion0.52% of portfolio