Twin Peaks Wealth Advisors, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 99,347 shares of BUFQ stock, worth $3.02 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
99,347
Previous 84,518
17.55%
Holding current value
$3.02 Million
Previous $2.5 Billion
20.69%
% of portfolio
1.39%
Previous 1.25%
Shares
4 transactions
Others Institutions Holding BUFQ
# of Institutions
98Shares Held
19.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.59MShares$170 Million0.08% of portfolio
-
Good Life Advisors, LLC1.23MShares$37.5 Million2.38% of portfolio
-
Kestra Advisory Services, LLC1.12MShares$34 Million0.19% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.1MShares$33.4 Million7.83% of portfolio
-
Envestnet Asset Management Inc837KShares$25.4 Million0.01% of portfolio