Twin Peaks Wealth Advisors, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 9,046 shares of BUFD stock, worth $226,150. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,046
Previous 9,046
-0.0%
Holding current value
$226,150
Previous $220 Million
2.96%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding BUFD
# of Institutions
143Shares Held
31.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.31MShares$108 Million0.05% of portfolio
-
Gw Henssler & Associates LTD4.06MShares$101 Million5.76% of portfolio
-
Envestnet Asset Management Inc3.14MShares$78.6 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.82MShares$45.6 Million18.02% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.36MShares$34 Million8.0% of portfolio