Twin Peaks Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 17,202 shares of FDN stock, worth $4.14 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
17,202
Previous 17,657
2.58%
Holding current value
$4.14 Million
Previous $3.62 Billion
0.7%
% of portfolio
1.68%
Previous 1.81%
Shares
4 transactions
Others Institutions Holding FDN
# of Institutions
547Shares Held
16.3MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$915 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$326 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$246 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$214 Million0.01% of portfolio
-
Ubs Group Ag754KShares$181 Million0.04% of portfolio