Twin Peaks Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Twin Peaks Wealth Advisors, LLC
- $293 Billion
- Q3 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 28,782 shares of TLH stock, worth $2.96 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
28,782
Previous 19,983
44.03%
Holding current value
$2.96 Million
Previous $2.01 Billion
47.32%
% of portfolio
1.01%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding TLH
# of Institutions
647Shares Held
113MCall Options Held
74.5KPut Options Held
31.7K-
Envestnet Asset Management Inc24.8MShares$2.55 Billion0.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.37MShares$962 Million0.3% of portfolio
-
Forum Financial Management, LP Lombard, IL8.01MShares$823 Million12.82% of portfolio
-
Bank Of America Corp Charlotte, NC7.94MShares$816 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$412 Million0.03% of portfolio