Twin Peaks Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 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 217,374 shares of UCON stock, worth $5.33 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
217,374
Previous 211,241
2.9%
Holding current value
$5.33 Million
Previous $5.23 Billion
2.32%
% of portfolio
2.97%
Previous 3.34%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
229Shares Held
75.5MCall Options Held
0Put Options Held
0-
Ubs Group Ag7.3MShares$179 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.01MShares$172 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.68MShares$139 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.31MShares$81.1 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A62.42MShares$59.4 Million0.01% of portfolio