Twin Peaks Wealth Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Twin Peaks Wealth Advisors, LLC

$237 Billion
Q4 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 236,892 shares of FIXD stock, worth $10.3 Million. This represents 4.3% of its overall portfolio holdings.

Number of Shares

236,892

Previous 252,130 6.04%

Holding current value

$10.3 Million

Previous $11.4 Billion 10.76%

% of portfolio

4.3%

Previous 5.26%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$42.84 - $45.38 $652,795 - $691,500	-15,238 Reduced 6.04%	236,892 $10.2 Billion
Q3 2024 Oct 25, 2024	BUY	$42.87 - $45.76 $256,662 - $273,965	5,987 Added 2.43%	252,130 $11.4 Billion
Q2 2024 Jul 31, 2024	SELL	$42.01 - $43.6 $391,617 - $406,439	-9,322 Reduced 3.65%	246,143 $10.6 Billion
Q1 2024 Apr 23, 2024	BUY	$43.25 - $44.65 $2.76 Million - $2.85 Million	63,791 Added 33.28%	255,465 $11.1 Billion
Q4 2023 Jan 17, 2024	BUY	$40.92 - $44.8 $7.84 Million - $8.59 Million	191,674 New	191,674 $8.55 Billion

Others Institutions Holding FIXD

# of Institutions

372

Shares Held

95.8M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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Twin Peaks Wealth Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History