Twin Peaks Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 11,314 shares of IYW stock, worth $1.7 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
11,314
Previous 10,613
6.61%
Holding current value
$1.7 Million
Previous $1.6 Billion
7.4%
% of portfolio
0.79%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,113Shares Held
85.3MCall Options Held
73.8KPut Options Held
88.3K-
Envestnet Asset Management Inc11.8MShares$1.78 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$875 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$694 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$662 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$605 Million0.31% of portfolio