Twin Peaks Wealth Advisors, LLC First Tr Exchange Trded Fd Vi Call Options Transaction History
Twin Peaks Wealth Advisors, LLC
- $200 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
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$9.55 Million3.34% of portfolio
-
Envestnet Asset Management Inc251KShares$4.4 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL211KShares$3.7 Million0.0% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC140KShares$2.44 Million0.62% of portfolio