Twin Peaks Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 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 250,672 shares of BUFR stock, worth $8.2 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
250,672
Previous 245,629
2.05%
Holding current value
$8.2 Million
Previous $7.09 Billion
15.6%
% of portfolio
2.65%
Previous 3.23%
Shares
7 transactions
Others Institutions Holding BUFR
# of Institutions
467Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC39.8MShares$1.3 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL11MShares$360 Million0.63% of portfolio
-
Commonwealth Equity Services, LLC10.8MShares$352 Million0.45% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ9.09MShares$297 Million0.65% of portfolio
-
Envestnet Asset Management Inc7.59MShares$248 Million0.07% of portfolio