Twin Peaks Wealth Advisors, LLC First Trust Capital Strength E Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 20,943 shares of FTCS stock, worth $1.92 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
20,943
Previous 23,925
12.46%
Holding current value
$1.92 Million
Previous $2.01 Billion
5.43%
% of portfolio
0.88%
Previous 1.0%
Shares
4 transactions
Others Institutions Holding FTCS
# of Institutions
524Shares Held
61.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.37MShares$675 Million0.31% of portfolio
-
Morgan Stanley New York, NY6.41MShares$586 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.54MShares$324 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.29MShares$301 Million0.41% of portfolio
-
International Assets Investment Management, LLC Orlando, FL3.12MShares$286 Million0.09% of portfolio