Twin Peaks Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 7,907 shares of FDL stock, worth $342,689. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,907
Previous 7,118 11.08%
Holding current value
$342,689
Previous $270 Million 22.86%
% of portfolio
0.15%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$37.66 - $42.06 $29,713 - $33,185
789 Added 11.08%
7,907 $332 Million
Q2 2024

Jul 31, 2024
BUY
$36.38 - $39.01 $4,984 - $5,344
137 Added 1.96%
7,118 $270 Million
Q1 2024

Apr 23, 2024
BUY
$35.29 - $38.48 $246,359 - $268,628
6,981 New
6,981 $269 Million

Others Institutions Holding FDL

# of Institutions
393
Shares Held
64.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email