Twin Peaks Wealth Advisors, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 98,759 shares of BUFQ stock, worth $3.18 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
98,759
Previous 99,347
0.59%
Holding current value
$3.18 Million
Previous $3.02 Billion
2.94%
% of portfolio
1.31%
Previous 1.39%
Shares
5 transactions
Others Institutions Holding BUFQ
# of Institutions
140Shares Held
22.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.08MShares$228 Million0.09% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.13MShares$36.5 Million8.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.08MShares$34.8 Million0.07% of portfolio
-
Envestnet Asset Management Inc1.02MShares$32.7 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC869KShares$28 Million0.04% of portfolio