Twin Peaks Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 6,981 shares of FDL stock, worth $269,885. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,981Holding current value
$269,885% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
375Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$319 Million0.17% of portfolio
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Morgan Stanley New York, NY6.63MShares$256 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA2.34MShares$90.5 Million0.02% of portfolio
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Cetera Investment Advisers Schaumburg, IL2.08MShares$80.3 Million0.19% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.81MShares$70 Million0.02% of portfolio