Twin Peaks Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
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 297,345 shares of FPE stock, worth $5.16 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
297,345
Previous 317,333
6.3%
Holding current value
$5.16 Million
Previous $5.62 Billion
9.16%
% of portfolio
2.32%
Previous 2.37%
Shares
6 transactions
Others Institutions Holding FPE
# of Institutions
481Shares Held
219MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY50.6MShares$879 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.8MShares$292 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA13.7MShares$239 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$226 Million0.1% of portfolio
-
Ubs Group Ag9.53MShares$165 Million0.03% of portfolio