Twin Peaks Wealth Advisors, LLC First Tr Exchange Trded Fd Vi Transaction History
Twin Peaks Wealth Advisors, LLC
- $200 Billion
- Q2 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 15,503 shares of FID stock, worth $272,852. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,503
Previous 13,950
11.13%
Holding current value
$272,852
Previous $223 Million
9.53%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding FID
# of Institutions
59Shares Held
3.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC627KShares$11 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC546KShares$9.6 Million3.34% of portfolio
-
Envestnet Asset Management Inc251KShares$4.43 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL211KShares$3.72 Million0.0% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC140KShares$2.46 Million0.62% of portfolio