Twin Peaks Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 222,460 shares of UCON stock, worth $5.47 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
222,460
Previous 221,056
0.64%
Holding current value
$5.47 Million
Previous $5.4 Billion
3.43%
% of portfolio
2.58%
Previous 2.7%
Shares
4 transactions
Others Institutions Holding UCON
# of Institutions
271Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$254 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$194 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$177 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$94.8 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$84.6 Million2.75% of portfolio