Twin Peaks Wealth Advisors, LLC QUAL Holdings History
Twin Peaks Wealth Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Twin Peaks Wealth Advisors, LLC held 37,135.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $6.11 Mil. This investment constitutes 2.79% of their stock portfolio, and Twin Peaks Wealth Advisors, LLC now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q4. And since then Twin Peaks Wealth Advisors, LLC has made 5 purchases of QUAL, at an average price of $158.53, for a total of 37,135.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Twin Peaks Wealth Advisors, LLC's estimated gain on his QUAL holdings is $947,085.03, reflecting a 16.09% gain to date.
Twin Peaks Wealth Advisors, LLC QUAL ($184.03) Holding Chart
Twin Peaks Wealth Advisors, LLC QUAL ($184.03) 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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