Twin Peaks Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve 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 Td Viii Ft Cboe Ve stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 277,465 shares of BUFR stock, worth $8.27 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
277,465
Previous 249,512
11.2%
Holding current value
$8.27 Million
Previous $7.22 Billion
14.93%
% of portfolio
3.82%
Previous 3.6%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
341Shares Held
137MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC29.6MShares$881 Million0.44% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$221 Million0.34% of portfolio
-
Cetera Investment Advisers Schaumburg, IL7.35MShares$219 Million0.5% of portfolio
-
Envestnet Asset Management Inc5.4MShares$161 Million0.06% of portfolio
-
Cwm, LLC4.59MShares$137 Million0.59% of portfolio