A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr ETF Ii Dow Jones stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 12,523 shares of FDNI stock, worth $351,395. This represents 0.17% of its overall portfolio holdings.

Number of Shares
12,523
Previous 12,971 3.45%
Holding current value
$351,395
Previous $302 Million 18.58%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Oct 25, 2024

SELL
$22.19 - $29.88 $9,941 - $13,386
-448 Reduced 3.45%
12,523 $359 Million
Q2 2024

Jul 31, 2024

SELL
$21.84 - $25.55 $20,442 - $23,914
-936 Reduced 6.73%
12,971 $302 Million
Q1 2024

Apr 23, 2024

SELL
$20.95 - $23.21 $46,802 - $51,851
-2,234 Reduced 13.84%
13,907 $318 Million
Q4 2023

Jan 17, 2024

BUY
$19.39 - $22.93 $312,973 - $370,113
16,141 New
16,141 $364 Million

Others Institutions Holding FDNI

About FIRST TR ETF II DOW JONES


  • Ticker FDNI
  • Sector ETFs
  • Industry ETFs
More about FDNI
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.