Twin Peaks Wealth Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 53,317 shares of FPEI stock, worth $998,094. This represents 0.47% of its overall portfolio holdings.

Number of Shares
53,317
Previous 60,959 12.54%
Holding current value
$998,094
Previous $1.12 Billion 9.2%
% of portfolio
0.47%
Previous 0.56%

Shares

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

Oct 25, 2024
SELL
$18.36 - $19.08 $140,307 - $145,809
-7,642 Reduced 12.54%
53,317 $1.02 Billion
Q2 2024

Jul 31, 2024
BUY
$17.91 - $18.43 $85,824 - $88,316
4,792 Added 8.53%
60,959 $1.12 Billion
Q1 2024

Apr 23, 2024
BUY
$17.7 - $18.26 $120,236 - $124,040
6,793 Added 13.76%
56,167 $1.02 Billion
Q4 2023

Jan 17, 2024
BUY
$16.46 - $17.9 $812,696 - $883,794
49,374 New
49,374 $880 Million

Others Institutions Holding FPEI

# of Institutions
168
Shares Held
59.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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