Twin Peaks Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
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 216,832 shares of BUFR stock, worth $6.17 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
216,832
Previous 118,789
82.54%
Holding current value
$6.17 Million
Previous $3.16 Billion
92.09%
% of portfolio
3.37%
Previous 2.02%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
279Shares Held
108MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC24.9MShares$708 Million0.38% of portfolio
-
Commonwealth Equity Services, LLC6MShares$171 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.49MShares$128 Million0.29% of portfolio
-
Envestnet Asset Management Inc3.93MShares$112 Million0.04% of portfolio
-
Cetera Advisors LLC Denver, CO3.58MShares$102 Million0.81% of portfolio