Twin Peaks Wealth Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
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 53,317 shares of FPEI stock, worth $1 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
53,317
Previous 60,959
12.54%
Holding current value
$1 Million
Previous $1.12 Billion
9.2%
% of portfolio
0.47%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding FPEI
# of Institutions
166Shares Held
50MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.6MShares$218 Million0.02% of portfolio
-
Ubs Group Ag7.37MShares$138 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.52MShares$84.9 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A63.08MShares$57.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.84MShares$53.2 Million0.03% of portfolio