Twin Peaks Wealth Advisors, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 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 13,188 shares of BUFD stock, worth $364,780. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,188
Previous 9,051
45.71%
Holding current value
$364,780
Previous $221 Million
62.18%
% of portfolio
0.12%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding BUFD
# of Institutions
185Shares Held
43.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$223 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$110 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$96.3 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.5 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.77MShares$49.1 Million16.39% of portfolio