TPWA
DSI icon

Twin Peaks Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$140K Buy
+1,151
New +$140K 0.05% 199