Twin Peaks Wealth Advisors, LLC First Tr S&P Reit Index Fd Transaction History
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding FRI
# of Institutions
69Shares Held
4.55MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC950KShares$25.5 Million0.01% of portfolio
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Morgan Stanley New York, NY726KShares$19.5 Million0.0% of portfolio
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Aft, Forsyth & Sober, LLC488KShares$13.1 Million4.92% of portfolio
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Cetera Investment Advisers Schaumburg, IL483KShares$12.9 Million0.02% of portfolio
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Tcp Asset Management, LLC Columbus, OH320KShares$8.58 Million1.87% of portfolio