Twin Peaks Wealth Advisors, LLC First Tr Exchange Traded Fd Ii Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 55,771 shares of FPXI stock, worth $2.65 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
55,771
Previous 57,705
3.35%
Holding current value
$2.65 Million
Previous $2.72 Billion
0.68%
% of portfolio
1.24%
Previous 1.35%
Shares
4 transactions
Others Institutions Holding FPXI
# of Institutions
89Shares Held
2.02MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA320KShares$15.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC255KShares$12.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY196KShares$9.33 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA123KShares$5.85 Million0.0% of portfolio
-
Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.19 Million2.15% of portfolio