Twin Peaks Wealth Advisors, LLC First Tr Exchange Traded Fd Ii Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 59,217 shares of FPXI stock, worth $2.81 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
59,217
Previous 64,090
7.6%
Holding current value
$2.81 Million
Previous $2.71 Billion
0.99%
% of portfolio
1.52%
Previous 1.73%
Shares
2 transactions
Others Institutions Holding FPXI
# of Institutions
91Shares Held
2.24MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA331KShares$15.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC256KShares$12.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY210KShares$9.97 Million0.0% of portfolio
-
Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.19 Million2.15% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA85.7KShares$4.07 Million0.0% of portfolio