Twin Peaks Wealth Advisors, LLC First Trust Us Equity Opportun Transaction History
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 38,769 shares of FPX stock, worth $4.56 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
38,769
Previous 40,092
3.3%
Holding current value
$4.56 Million
Previous $4.79 Billion
10.46%
% of portfolio
1.95%
Previous 2.02%
Shares
6 transactions
Others Institutions Holding FPX
# of Institutions
183Shares Held
3.23MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY570KShares$67 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC277KShares$32.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA255KShares$30 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC142KShares$16.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL119KShares$14 Million0.01% of portfolio