Twin Peaks Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 3,897 shares of IWP stock, worth $508,246. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,897
Previous 3,696
5.44%
Holding current value
$508,246
Previous $434 Million
13.93%
% of portfolio
0.21%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding IWP
# of Institutions
1,216Shares Held
116MCall Options Held
84.8KPut Options Held
13.5K-
Morgan Stanley New York, NY18.1MShares$2.36 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.46 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC7.28MShares$950 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.21MShares$680 Million0.15% of portfolio
-
Jones Financial Companies Lllp4.54MShares$592 Million0.55% of portfolio