Twin Peaks Wealth Advisors, LLC First Tr Exchange Traded Fd Ii Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 47,854 shares of FPXI stock, worth $2.47 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
47,854
Previous 55,771
14.2%
Holding current value
$2.47 Million
Previous $2.7 Billion
16.34%
% of portfolio
0.95%
Previous 1.24%
Shares
5 transactions
Others Institutions Holding FPXI
# of Institutions
88Shares Held
2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA320KShares$16.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC255KShares$13.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY196KShares$10.1 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA123KShares$6.36 Million0.0% of portfolio
-
Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.56 Million2.15% of portfolio