Twin Peaks Wealth Advisors, LLC First Tr Exchange Trded Fd Vi Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 18,652 shares of FID stock, worth $320,068. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,652
Previous 15,503
20.31%
Holding current value
$320,068
Previous $244 Million
34.39%
% of portfolio
0.15%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding FID
# of Institutions
58Shares Held
3.23MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC627KShares$10.8 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC582KShares$9.99 Million3.6% of portfolio
-
Envestnet Asset Management Inc251KShares$4.31 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL211KShares$3.62 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC141KShares$2.41 Million0.0% of portfolio