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| Name: |
Twin Peaks Wealth Advisors LLC |
| City: |
Burlingame |
| State: |
CA |
| Zip: |
94010 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
8 |
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Closed Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IPAY |
Amplify Mobile Payments ETF |
128 |
Closed |
$49.43 |
$0 |
0 |
0% |
-265,000 |
-5,716 |
0 |
N/A |
|
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UNH |
Unitedhealth Group Inc |
134 |
Closed |
$513.88 |
$0 |
0 |
0% |
-230,000 |
-437 |
0 |
Health Care Plans |
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PFE |
Pfizer Inc |
127 |
Closed |
$28.38 |
$0 |
0 |
0% |
-212,000 |
-7,359 |
0 |
Drug Manufacturers - ... |
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TFLO |
Ishares Treasury Floating R... |
133 |
Closed |
$0.00 |
$0 |
0 |
0% |
-802,000 |
-15,897 |
0 |
N/A |
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OEF |
iShares S&P 100 Index |
132 |
Closed |
$249.45 |
$0 |
0 |
0% |
-573,000 |
-2,567 |
0 |
Closed - End Fund - E... |
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LQD |
iShares Trust Goldman Sachs |
131 |
Closed |
$106.66 |
$0 |
0 |
0% |
-489,000 |
-4,423 |
0 |
Closed - End Fund - E... |
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IWM |
iShares Tr Russell 2000 Indx |
130 |
Closed |
$206.86 |
$0 |
0 |
0% |
-264,000 |
-1,314 |
0 |
Closed - End Fund - E... |
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SBUX |
Starbucks Corp |
129 |
Closed |
$75.63 |
$0 |
0 |
0% |
-218,000 |
-2,269 |
0 |
Specialty Eateries |
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