Twin Peaks Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 4,239 shares of SDVY stock, worth $160,403. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,239Holding current value
$160,403% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
493Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$891 Million0.29% of portfolio
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Morgan Stanley New York, NY19.7MShares$746 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12MShares$455 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA12MShares$453 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC7.37MShares$279 Million0.02% of portfolio