Twin Peaks Wealth Advisors, LLC First Tr Exchange Trded Fd Vi Transaction History
Twin Peaks Wealth Advisors, LLC
- $293 Billion
- Q3 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 22,738 shares of FID stock, worth $449,302. This represents 0.15% of its overall portfolio holdings.
Number of Shares
22,738
Previous 23,491
3.21%
Holding current value
$449,302
Previous $465 Million
3.67%
% of portfolio
0.15%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding FID
# of Institutions
71Shares Held
4.68MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC895KShares$17.7 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC720KShares$14.2 Million4.35% of portfolio
-
Envestnet Asset Management Inc269KShares$5.32 Million0.0% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC260KShares$5.13 Million1.07% of portfolio
-
D.A. Davidson & Co.236KShares$4.67 Million0.03% of portfolio