Twin Peaks Wealth Advisors, LLC First Tr Exchange Trded Fd Vi Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 13,950 shares of FID stock, worth $220,689. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,950
Previous 11,617
20.08%
Holding current value
$220,689
Previous $187 Million
18.81%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding FID
# of Institutions
58Shares Held
3.38MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC636KShares$10.1 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC519KShares$8.21 Million3.26% of portfolio
-
Envestnet Asset Management Inc236KShares$3.73 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL209KShares$3.3 Million0.0% of portfolio
-
Old Mission Capital LLC178KShares$2.82 Million0.07% of portfolio