Twin Peaks Wealth Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Twin Peaks Wealth Advisors, LLC
- $293 Billion
- Q3 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 48,768 shares of FPEI stock, worth $945,123. This represents 0.32% of its overall portfolio holdings.
Number of Shares
48,768
Previous 50,610
3.64%
Holding current value
$945,123
Previous $970 Million
2.76%
% of portfolio
0.32%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding FPEI
# of Institutions
204Shares Held
71.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY16.6MShares$321 Million0.02% of portfolio
-
Ubs Group Ag8.83MShares$171 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A64.77MShares$92.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$88.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.27MShares$82.8 Million0.03% of portfolio