Twin Peaks Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 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 277,465 shares of BUFR stock, worth $8.47 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
277,465
Previous 249,512
11.2%
Holding current value
$8.47 Million
Previous $7.22 Billion
14.93%
% of portfolio
3.82%
Previous 3.6%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
356Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.04 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$253 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$226 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$191 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$154 Million0.36% of portfolio