Twin Peaks Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History

Twin Peaks Wealth Advisors, LLC

  • $309 Billion
  • Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 15,764 shares of FVD stock, worth $727,350. This represents 0.23% of its overall portfolio holdings.

Number of Shares
15,764
Previous 18,276 13.74%
Holding current value
$727,350
Previous $786 Million 8.17%
% of portfolio
0.23%
Previous 0.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$40.62 - $45.12 $102,037 - $113,341
-2,512 Reduced 13.74%
15,764 $721 Million
Q1 2025

Apr 16, 2025
SELL
$42.61 - $45.51 $49,129 - $52,473
-1,153 Reduced 5.93%
18,276 $786 Million
Q4 2024

Feb 04, 2025
BUY
$43.4 - $46.7 $21,786 - $23,443
502 Added 2.65%
19,429 $848 Million
Q3 2024

Oct 25, 2024
BUY
$40.45 - $45.49 $78,796 - $88,614
1,948 Added 11.47%
18,927 $861 Million
Q1 2024

Apr 23, 2024
SELL
$39.94 - $42.23 $25,242 - $26,689
-632 Reduced 3.59%
16,979 $717 Million
Q4 2023

Jan 17, 2024
BUY
$36.09 - $40.63 $635,580 - $715,534
17,611 New
17,611 $714 Million

Others Institutions Holding FVD

# of Institutions
644
Shares Held
141M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

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