Twin Peaks Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 109,984 shares of FTSM stock, worth $6.58 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
109,984
Previous 102,650
7.14%
Holding current value
$6.58 Million
Previous $6.14 Billion
7.29%
% of portfolio
3.0%
Previous 2.59%
Shares
6 transactions
Others Institutions Holding FTSM
# of Institutions
471Shares Held
87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY13.4MShares$801 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.14MShares$547 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.27MShares$435 Million0.1% of portfolio
-
Ubs Group Ag3.36MShares$201 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.19MShares$191 Million0.07% of portfolio