Twin Peaks Wealth Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History
Twin Peaks Wealth Advisors, LLC
- $293 Billion
- Q3 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 7,845 shares of ROBT stock, worth $406,841. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,845
Previous 7,990
1.81%
Holding current value
$406,841
Previous $400 Million
3.68%
% of portfolio
0.14%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding ROBT
# of Institutions
182Shares Held
5.91MCall Options Held
5.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC895KShares$46.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY538KShares$27.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC407KShares$21.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA340KShares$17.6 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI247KShares$12.8 Million0.02% of portfolio