Twin Peaks Wealth Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 56,167 shares of FPEI stock, worth $1.03 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
56,167
Previous 49,374
13.76%
Holding current value
$1.03 Million
Previous $880 Million
16.25%
% of portfolio
0.57%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding FPEI
# of Institutions
156Shares Held
50.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.7MShares$215 Million0.02% of portfolio
-
Ubs Group Ag7.46MShares$137 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.42MShares$81.1 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A63.05MShares$55.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.48MShares$45.5 Million0.02% of portfolio