Twin Peaks Wealth Advisors, LLC First Tr Exchange Trded Fd Vi Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
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 22,997 shares of FID stock, worth $373,931. This represents 0.16% of its overall portfolio holdings.
Number of Shares
22,997
Previous 18,652
23.3%
Holding current value
$373,931
Previous $328 Million
14.3%
% of portfolio
0.16%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding FID
# of Institutions
56Shares Held
3.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC715KShares$11.6 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC628KShares$10.2 Million3.46% of portfolio
-
Envestnet Asset Management Inc226KShares$3.68 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL211KShares$3.43 Million0.0% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC185KShares$3 Million0.75% of portfolio