Twin Peaks Wealth Advisors, LLC OEF Holdings History
Twin Peaks Wealth Advisors, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Twin Peaks Wealth Advisors, LLC held 5,652.00 shares of iShares S&P 100 ETF(OEF), totaling $1.48 Mil. This investment constitutes 0.67% of their stock portfolio, and Twin Peaks Wealth Advisors, LLC now holds 0.01% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q4. And since then Twin Peaks Wealth Advisors, LLC has made 1 purchases of OEF, at an average price of $263.14, for a total of 8,219.00 shares. In addition, there have been 1 sales at an average price of $236.00 for 2,567.00 shares. Based on historical transaction data and OEF's current price of $309.94, Twin Peaks Wealth Advisors, LLC's estimated gain on his OEF holdings is $194,837.50, reflecting a 9.01% gain to date.
Twin Peaks Wealth Advisors, LLC OEF ($309.94) Holding Chart
Twin Peaks Wealth Advisors, LLC OEF ($309.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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