Twin Peaks Wealth Advisors, LLC IVV Holdings History
Twin Peaks Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Twin Peaks Wealth Advisors, LLC held 22,349.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.07 Mil. This investment constitutes 5.51% of their stock portfolio, and Twin Peaks Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Twin Peaks Wealth Advisors, LLC has made 5 purchases of IVV, at an average price of $469.79, for a total of 22,349.00 shares. Based on historical transaction data and IVV's current price of $630.80, Twin Peaks Wealth Advisors, LLC's estimated gain on his IVV holdings is $3.60 Mil, reflecting a 34.27% gain to date.
Twin Peaks Wealth Advisors, LLC IVV ($630.80) Holding Chart
Twin Peaks Wealth Advisors, LLC IVV ($630.80) 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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