Twin Peaks Wealth Advisors, LLC First Trust Us Equity Opportun Transaction History
Twin Peaks Wealth Advisors, LLC
- $293 Billion
- Q3 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 35,575 shares of FPX stock, worth $5.59 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
35,575
Previous 37,326
4.69%
Holding current value
$5.59 Million
Previous $5.8 Billion
1.88%
% of portfolio
2.02%
Previous 1.88%
Shares
8 transactions
Others Institutions Holding FPX
# of Institutions
222Shares Held
3.67MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY660KShares$104 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC486KShares$76.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA329KShares$51.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL157KShares$24.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC113KShares$17.8 Million0.0% of portfolio