Twin Peaks Wealth Advisors, LLC First Trust Us Equity Opportun Call Options Transaction History

Twin Peaks Wealth Advisors, LLC

$217 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FPX

# of Institutions

174

Shares Held

3.12M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

558K
Shares

$70.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$37 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$33.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$16.3 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

102K
Shares

$13 Million
0.03% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.