Twin Peaks Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 325,984 shares of FPE stock, worth $5.78 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
325,984
Previous 316,961
2.85%
Holding current value
$5.78 Million
Previous $5.5 Billion
7.23%
% of portfolio
2.72%
Previous 2.75%
Shares
4 transactions
Others Institutions Holding FPE
# of Institutions
440Shares Held
195MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$864 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A616.5MShares$293 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$226 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$210 Million0.1% of portfolio
-
Ubs Group Ag9.7MShares$172 Million0.04% of portfolio