Twin Peaks Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 133,899 shares of FTSM stock, worth $8 Million. This represents 4.43% of its overall portfolio holdings.
Number of Shares
133,899
Previous 121,040
10.62%
Holding current value
$8 Million
Previous $7.22 Billion
10.55%
% of portfolio
4.43%
Previous 4.61%
Shares
2 transactions
Others Institutions Holding FTSM
# of Institutions
411Shares Held
88.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY13.3MShares$793 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.18MShares$488 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.04MShares$480 Million0.26% of portfolio
-
Ubs Group Ag4.05MShares$242 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$186 Million0.02% of portfolio