Twin Peaks Wealth Advisors, LLC First Tr Iii Calif Mun High In Transaction History
Twin Peaks Wealth Advisors, LLC
- $200 Billion
- Q2 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 12,959 shares of FCAL stock, worth $651,578. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,959
Previous 8,071
60.56%
Holding current value
$651,578
Previous $401 Million
60.14%
% of portfolio
0.32%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding FCAL
# of Institutions
57Shares Held
3.68MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.72MShares$86.3 Million2.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC664KShares$33.4 Million0.02% of portfolio
-
Morgan Stanley New York, NY208KShares$10.5 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6104KShares$5.21 Million0.0% of portfolio
-
Citizens Business Bank Ontario, CA97.8KShares$4.92 Million1.05% of portfolio