Twin Peaks Wealth Advisors, LLC Ishares S&P 100 ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $293 Billion
  • Q3 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 18,595 shares of OEF stock, worth $4.95 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares
18,595
Previous 9,438 97.02%
Holding current value
$4.95 Million
Previous $3.02 Billion 105.21%
% of portfolio
2.11%
Previous 0.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
N/A
9,157 Added 97.02%
18,595 $6.19 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
3,786 Added 66.99%
9,438 $3.02 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
5,652 New
5,652 $1.48 Billion
Q4 2023

Jan 17, 2024
BUY
$193.71 - $224.12 $497,253 - $575,316
2,567 New
2,567 $573 Million

Others Institutions Holding OEF

# of Institutions
1,090
Shares Held
72.8M
Call Options Held
32.4K
Put Options Held
26.7K
View Full List

About ISHARES S&P 100 ETF

OEF Quotes by TradingView
  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
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.

Choose your preferred platform and Sign Up 👇 Telegram Email