Twin Peaks Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 245,629 shares of BUFR stock, worth $7.99 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
245,629
Previous 303,912
19.18%
Holding current value
$7.99 Million
Previous $9.26 Billion
23.45%
% of portfolio
3.23%
Previous 3.91%
Shares
6 transactions
Others Institutions Holding BUFR
# of Institutions
469Shares Held
188MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC39.8MShares$1.29 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL11MShares$358 Million0.63% of portfolio
-
Commonwealth Equity Services, LLC10.8MShares$350 Million0.45% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ9.87MShares$321 Million0.7% of portfolio
-
Envestnet Asset Management Inc7.59MShares$247 Million0.07% of portfolio