Twin Peaks Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 107,020 shares of FTSM stock, worth $6.42 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
107,020
Previous 114,896
6.85%
Holding current value
$6.42 Million
Previous $6.85 Billion
6.43%
% of portfolio
2.95%
Previous 3.42%
Shares
4 transactions
Others Institutions Holding FTSM
# of Institutions
424Shares Held
82.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.3MShares$738 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.37MShares$502 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA7.63MShares$457 Million0.11% of portfolio
-
Ubs Group Ag3.43MShares$206 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.64MShares$158 Million0.01% of portfolio