Twin Peaks Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Twin Peaks Wealth Advisors, LLC

$217 Billion
Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 25,826 shares of QUAL stock, worth $4.65 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

25,826

Previous 21,154 22.09%

Holding current value

$4.65 Million

Previous $3.61 Billion 28.19%

% of portfolio

2.14%

Previous 1.8%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$162.64 - $179.3 $759,854 - $837,689	4,672 Added 22.09%	25,826 $4.63 Billion
Q2 2024 Jul 31, 2024	BUY	$154.56 - $173.19 $532,459 - $596,639	3,445 Added 19.45%	21,154 $3.61 Billion
Q1 2024 Apr 23, 2024	BUY	$144.62 - $165.44 $202,323 - $231,450	1,399 Added 8.58%	17,709 $2.91 Billion
Q4 2023 Jan 17, 2024	BUY	$127.66 - $147.99 $2.08 Million - $2.41 Million	16,310 New	16,310 $2.4 Billion

Others Institutions Holding QUAL

# of Institutions

1,391

Shares Held

224M

Call Options Held

22.7K

Put Options Held

11.5K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

More about QUAL

Track This Portfolio

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.

Account

Twin Peaks Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History