Twin Peaks Wealth Advisors, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 9,051 shares of BUFD stock, worth $240,032. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,051
Previous 13,945
35.1%
Holding current value
$240,032
Previous $356 Million
38.02%
% of portfolio
0.1%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding BUFD
# of Institutions
179Shares Held
42.8MCall Options Held
1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$208 Million0.08% of portfolio
-
Gw Henssler & Associates LTD4.25MShares$113 Million6.16% of portfolio
-
Envestnet Asset Management Inc3.43MShares$91.1 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$50.8 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$47.3 Million17.04% of portfolio