Twin Peaks Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr 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 Viii Tcw Unconstr stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 228,098 shares of UCON stock, worth $5.75 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
228,098
Previous 221,001
3.21%
Holding current value
$5.75 Million
Previous $5.51 Billion
4.28%
% of portfolio
1.96%
Previous 1.78%
Shares
8 transactions
Others Institutions Holding UCON
# of Institutions
293Shares Held
101MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$268 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.82MShares$197 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.94MShares$150 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4MShares$101 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.8MShares$95.7 Million0.01% of portfolio