Twin Peaks Wealth Advisors, LLC

TWIN PEAKS WEALTH ADVISORS, LLC
Branche unbekannt
TickerBörse
ISINCIK0002006218
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Insider-Transaktionen (12 Monate)

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
MARSHALL WACE, LLP3.197.58003.197.58082.753.371Neu+100,0%
TUDOR INVESTMENT CORP ET AL837.5610837.56121.676.079Neu+100,0%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO536.9730536.97313.896.861Neu+100,0%
Tredje AP-fonden427.3250427.32511.059.172Neu+100,0%
Private Capital Management, LLC100.0000100.0002.588.000Neu+100,0%
EverSource Wealth Advisors, LLC36.814036.814952.733Neu+100,0%
Advisory Services Network, LLC22.588022.588584.576Neu+100,0%
Baldwin Investment Management, LLC21.049021.049544.748Neu+100,0%
HARBOUR INVESTMENTS, INC.17.484017.484452.354Neu+100,0%
CERTUITY, LLC10.388010.388268.649Neu+100,0%
GREAT LAKES ADVISORS, LLC9.76309.763252.662Neu+100,0%
Sunbelt Securities, Inc.9.02309.023233.512Neu+100,0%
Parallel Advisors, LLC9.01709.017233.360Neu+100,0%
PRICE T ROWE ASSOCIATES INC /MD/2.331.07002.331.07060.329Neu+100,0%
Essential Partners LLC1.80201.80255.033Neu+100,0%
Strategic Wealth Partners, Ltd.1.1262.276-1.15029.142Reduziert-50,5%
TWIN PEAKS WEALTH ADVISORS, LLC1.03501.03526.786Neu+100,0%
Q Global Advisors, LLC400.0000400.00010.352Neu+100,0%
Colonial Trust Advisors16301634.215Neu+100,0%
Rossby Financial, LCC11801183.136Neu+100,0%
Colonial Trust Co / SC670671.734Neu+100,0%
High Note Wealth, LLC670671.734Neu+100,0%
Bare Financial Services, Inc540541.398Neu+100,0%

Top-Fondshalter (Stand: 31.03.2026)

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)
MARSHALL WACE, LLP3.197.5800+100,0%82.753.37161,01
TUDOR INVESTMENT CORP ET AL837.5610+100,0%21.676.07915,98
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO536.9730+100,0%13.896.86110,25
Tredje AP-fonden427.3250+100,0%11.059.1728,15
Private Capital Management, LLC100.0000+100,0%2.588.0001,91
EverSource Wealth Advisors, LLC36.8140+100,0%952.7330,70
Advisory Services Network, LLC22.5880+100,0%584.5760,43
Baldwin Investment Management, LLC21.0490+100,0%544.7480,40
HARBOUR INVESTMENTS, INC.17.4840+100,0%452.3540,33
CERTUITY, LLC10.3880+100,0%268.6490,20
GREAT LAKES ADVISORS, LLC9.7630+100,0%252.6620,19
Sunbelt Securities, Inc.9.0230+100,0%233.5120,17
Parallel Advisors, LLC9.0170+100,0%233.3600,17
PRICE T ROWE ASSOCIATES INC /MD/2.331.0700+100,0%60.3290,04
Strategic Wealth Partners, Ltd.1.1262.276-50,5%29.1420,02
TWIN PEAKS WEALTH ADVISORS, LLC1.0350+100,0%26.7860,02
Q Global Advisors, LLC400.0000+100,0%10.3520,01
Colonial Trust Advisors1630+100,0%4.2150,00
Rossby Financial, LCC1180+100,0%3.1360,00
Colonial Trust Co / SC670+100,0%1.7340,00

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026228,0136
31.12.202520,00
30.09.202510,00
30.06.202510,00

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
Strategic Wealth Partners, Ltd.2.27669.509

Top 10 Aufstocker

Keine Aufstocker.

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
Essential Partners LLC1.802-91-4.8 %55.033

Stammdaten

Unternehmen & Branche

NameTWIN PEAKS WEALTH ADVISORS, LLC
Ticker
CIK0002006218

Wertpapier & Kennzahlen

CUSIP
ISIN
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Externe Quelle: SEC EDGAR »

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