Twin Peaks Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 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 102,650 shares of FTSM stock, worth $6.14 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
102,650
Previous 107,020
4.08%
Holding current value
$6.14 Million
Previous $6.41 Billion
4.24%
% of portfolio
2.59%
Previous 2.95%
Shares
5 transactions
Others Institutions Holding FTSM
# of Institutions
438Shares Held
85.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.3MShares$737 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.37MShares$501 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA7.63MShares$456 Million0.11% of portfolio
-
Ubs Group Ag3.43MShares$205 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.64MShares$158 Million0.01% of portfolio