Twin Peaks Wealth Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 5,784 shares of ROBT stock, worth $257,792. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,784
Previous 4,614
25.36%
Holding current value
$257,792
Previous $208 Million
8.39%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding ROBT
# of Institutions
151Shares Held
4.89MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC683KShares$30.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY305KShares$13.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA296KShares$13.2 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI285KShares$12.7 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO276KShares$12.3 Million0.01% of portfolio