Twin Peaks Wealth Advisors, LLC First Trust Us Equity Opportun Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
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 44,207 shares of FPX stock, worth $4.58 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
44,207
Previous 46,925
5.79%
Holding current value
$4.58 Million
Previous $4.5 Billion
3.94%
% of portfolio
2.6%
Previous 2.87%
Shares
2 transactions
Others Institutions Holding FPX
# of Institutions
174Shares Held
3.52MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY583KShares$60.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC339KShares$35.1 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA260KShares$27 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC127KShares$13.2 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC105KShares$10.9 Million0.02% of portfolio